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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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478 results found

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

    1 vote

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  2. Graphical representation reporting - pie charts and other visuals

    1 vote

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

    1 vote

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  4. 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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  5. 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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  6. 1 vote

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  7. 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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  8. 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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  9. 1 vote

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  10. 1 vote

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  11. 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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  12. 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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  13. 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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  14. 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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  15. 1 vote

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  16. track edits feature in the document like in MS word or google docs

    1 vote

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  17. Add the possibility to see clearly the validity of a signed document. This not mentioned now. And... being able to customize the validity of a signed document, into for instance 1 week or 1 month

    1 vote

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  18. 1 vote

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  19. Option to change the document owner once a document is generated from CRM.

    • Will allow the creator of the account to choose the owner of the document once creted from CRM
    1 vote

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  20. 1 vote

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