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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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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  2. 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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  3. Option to present/get repoting data in Power BI

    1 vote

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

    1 vote

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

    1 vote

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

    1 vote

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  8. Graphical representation reporting - pie charts and other visuals

    1 vote

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

    1 vote

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  10. 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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  11. 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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  12. 1 vote

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  13. 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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  14. 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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  15. 1 vote

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  16. 1 vote

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  17. 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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  18. I'd like to be able to see documents that the client or recipient has signed that are waiting to be signed by me.

    Ideally, a graphical representation on the dashboard to the left of "Completed"

    1 vote

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  19. to set up the UTM parameter in PandaDoc and get it visualized through our analytics.

    https://pandadoc.zendesk.com/agent/tickets/389879

    1 vote

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  20. once the document is completed and the recipient receive a signed pdf copy,
    I want the system to automatically add "signed" to the doc file name

    1 vote

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