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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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725 results found

  1. Filter documents in Inbox by status

    4 votes

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  2. 4 votes

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  3. 4 votes

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  4. Option to set document sequence numbers to be randomly generated rather than follow the sequence order.

    4 votes

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  5. When bulk downloading ZIP file, each pdf name should match the csv document title.

    4 votes

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  6. 4 votes

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  7. When you create a document, if you are in a folder, it gets created in said folder.

    4 votes

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  8. Would like to know how many docs are not signed immediately. Preferably 5 minutes from time sent.

    4 votes

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  9. To have the option to sort documents made from templates or uploaded

    4 votes

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  10. An option to resize the PDF version of a document before downloading.

    4 votes

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  11. Customize or add columns that show under the documents list, (e.g. if you'd like to see the cost, margin in the documents list)

    4 votes

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  12. 4 votes

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  13. Export a list of paid documents with the name, amount and date it was paid.

    4 votes

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  14. Search in Documents tab by a specific user, i.e. like the one who created the documents. Example: I'm a manager reviewing the list of documents in the workspace. I want to retrieve a list of documents associated with a specific member of my team. I type their name or email address in the search bar and I should see a list of the documents they've sent. Currently, I only see those they've participated in, nothing they've sent. It would be great to have the option to see "Sent" or "Participated" depending on the need.

    4 votes

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  15. Client would like a document portal where their customers can log on and see all documents they need to sign/action, as well as upload their own documents.

    4 votes

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  16. My request was for a dashboard to track when a customer has signed a contract and then it's the approvers turn to sign

    4 votes

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  17. Allow to map quantity of items to certain variables

    4 votes

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  18. The function that will allow users to view optional messages they have used on their sent documents.

    4 votes

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  19. Assign specific dates from which the recipients may sign the document

    4 votes

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  20. 4 votes

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