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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. to mark and tag text within documents to be able to track these selected items and create tasks around those items tagged within the document.

    https://pandadoc.zendesk.com/agent/tickets/414426

    1 vote

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  3. In case the team member and the client are both recipients, change the document status to Viewed only when the client opens the email message associated with the document

    2 votes

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  4. Option to restore classic status indicator on documents:
    Previously, the status indicators of documents were available on the bottom-left of the page, and appear to be missing. It would be useful to have the option to have the classic view back for convenience.

    1 vote

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  5. export the sales part of the documents in the CSV file

    E.g. Pricing tables items

    https://pandadoc.zendesk.com/agent/tickets/415141

    1 vote

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  6. Options to reject the documents once the comments has been noted or written.

    1 vote

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  7. option to automatically update customers on changes in the terms and conditions of our contracts, after the contract was signed.

    1 vote

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  8. Hubspot Integration: Multi locations - pull info from multiple companies for one document instead of multiple.
    Right now if we have a customer who has 4 offices, we have to do 4 different documents. One for each location. It would be awesome if we could make one document with all of the info for the parent and child offices/companies.

    5 votes

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  9. Trace uservoice requests - Would like to see all user requests for the company level (all users)

    Over the past few months, Cammy's team as asked for updates on their requests but she is not sure which requests they've submitted. She would like a report to view all requests from her team to update them on feature releases.

    4 votes

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  10. • Unable to search by doc name when viewing inbox
    • As admin unable to take control over docs sent by users
    • As admin unable to impersonate other users
    • When recipients are altered it disarranges preassigned field boxes
    • Templates are easily modified as they do not require to hit a ‘save’ box when a change is made
    • As soon as you open a template it is in ‘edit’ mode which has caused users to accidentally modify templates

    1 vote

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  11. 1 vote

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  12. Option to download all documents by folders, so the zip file has the same folders (documents structure) as in the account

    1 vote

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  13. option to attach multiple documents under one persons name besides just using a folder using document bundling

    1 vote

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  14. After a document goes through the approval process they stay in the "For Approval" block once they have been approved or rejected. It would be nice for them to move to to a Approved block or a Rejected block for visual confirmation of the process being completed instead of them staying in the "For Approval" until they are sent or Re-submitted for Approval.

    1 vote

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  15. Client requested if she could have a quick glance to same document type and see how many of them were made.

    1 vote

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  16. The signed document can be added as PandaDoc document to a new document which is not signed.

    https://pandadoc.zendesk.com/agent/tickets/403225

    2 votes

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  17. Option to present/get repoting data in Power BI

    1 vote

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  18. Can I add an attachment to that message while in the PandaDocs environment?

    (email body before sending document via email)

    2 votes

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  19. 2 votes

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  20. Option to automate the process of recieving signature certificate after the document is signed.

    1 vote

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