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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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478 results found

  1. In addition to the DropBox integration and being able to upload a file from DropBox, it would be great if I was able to upload a whole folder of documents from DropBox with the same integration.

    1 vote

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  2. Ability to download a .docx of template from the main template list

    1 vote

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  3. Ability to use "this month" filter for the reporting.

    1 vote

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  4. Graphical representation reporting - pie charts and other visuals

    1 vote

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  5. Flexibility on expiration date settings for South American clients
    (i.e send the document weekly and then monthly)

    1 vote

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  6. Include profit margin in the newly revamped reporting feature. Wants to make use of the cost information and have a universal overview of the profit margin.

    1 vote

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  7. 2 votes

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  8. 2 votes

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  9. Filter documents in Inbox by status

    3 votes

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  10. It will be good if we can set the renewal reminder dates manually, rather than setting 'n' months from Specific days. What if the contract is for 2.5 months or 100 days? There is no option to set the renewal date like that.

    1 vote

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  11. 1 vote

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  12. when customer printed and manually signed the document. An option to replace the sent document by uploading the signed printed copy.

    1 vote

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  13. Be able to add SMS verification to bundled documents.

    3 votes

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  14. Be able to add SMS verification to docs created via API.

    9 votes

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  15. Reporting: Need ability to have a report by contract expiration date or end date for renewals.
    - ex. NDA - tracking "Contract End Date" on all document expiration for upcoming renewals.
    - ability to filter by time range

    1 vote

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  16. Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
    Ability to get not the overall report, but only the info you see inside the app after applying filters

    3 votes

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  17. 1 vote

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  18. 1 vote

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  19. Ability to set the types of content (download either as PDF or .docx) internal users can download depending on Role.

    1 vote

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  20. 3 votes

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