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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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693 results found

  1. For a report to be available in the dashboard showing below
    1. Failed Sent Documents by Workspace and User
    2. Summary of failed documents on a daily, weekly, and monthly basis
    3. Show senders error messages of why the documents Failed

    This will help the Admin to ensure that all sent documents are received by the respective recipients allowing the Admin to send reminders to the sender of the document or have the Admin re-send the document

    2 votes

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  2. option for the signer to sign first and then view the document

    2 votes

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  3. Ability to pull the saved messages in bulk send feature

    2 votes

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  4. THe functionality to transfer signers of a form/document to another web page after document completion.

    2 votes

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  5. The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)

    2 votes

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  6. 2 votes

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  7. Export list containing document name, template used, and HubSpot object ID from a document

    2 votes

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  8. Ability to download documents as PTX and P12

    2 votes

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  9. You can forward completed documents, but the nonrecipients can not view the document.

    2 votes

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  10. Ability to view how a recipient paid inside of a document without having to navigate to the payment gateway's website. This used to be possible but was removed.

    2 votes

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  11. The ability to send documents based on the chosen field of the signer

    2 votes

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  12. We'd like to be able to schedule a video session with a client via PandaDoc

    2 votes

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    • Will allow the user to filter by user in Document Activity [Home]
    2 votes

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  13. 2 votes

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  14. 2 votes

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  15. After completing the document, option to print the document only without having options to print or download the PDF, just view and print only.

    2 votes

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  16. Would like to see the drilldown of information when looking at reporting. Ability to click the number to see the related recipients.
    example: template efficiency, when filtered to "viewed" he'd like to be able to click into the number to view the pending names.
    As of now, it's too many steps to click and export a report.
    He'd like to have an actionable item from that screen as well.

    example: template efficiency, select "x" template, filter and send a reminder to all the pending documents at once.

    2 votes

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  17. Have the ability to filter documents by contacts.

    2 votes

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  18. Settings to enable the removal of blank pages on sent documents.

    2 votes

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  19. Manually change the document status from Paid to Declined

    2 votes

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