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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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680 results found

  1. 29 votes

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  2. 27 votes

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  3. Search documents from the dashboard

    27 votes

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  4. 27 votes

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  5. Ability to search and apply filters within the specific Folder in Documents and CL items. For now the search field filters apply to all of the content, which makes it not convenient and still a long time to find something.

    26 votes

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  6. Once the document is signed - currently a salesperson can edit the completed document and all data is lost.
    would like to have a toggle to remove the ability to edit a document.

    25 votes

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  7. Duplicate document from inside of it (at the moment 9 September 2020 it;'s possible only via the "Documents" tab)

    25 votes

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  8. Have an option where once document is completed, it is locked and cannot be opened.

    24 votes

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  9. Ability to search within the document

    24 votes

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  10. OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs

    24 votes

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  11. Save and Doesn't save buttons for templates and documents.

    23 votes

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  12. Right now, I have to add initials on a document manually on every page which costs me so much time for contracts that are 30+ pages long.

    21 votes

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  13. 20 votes

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  14. Allow Search cross workspaces for documents

    20 votes

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  15. The option to see audit trail of users and the changes they make to a document, such as:

    Signing Order
    Text edits
    Field tokens added
    Items added from the content library

    20 votes

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  16. 20 votes

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  17. It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.

    19 votes

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  18. We used to be able to sort search results on the document page. With the introduction of the filters that is not longer available. Please bring back this feature. I have clients with multiple invoices and while it is useful to be able to filter the results, sometimes I need to just see what is the most current invoice.
    thank you,

    19 votes

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  19. Would like to have the ability to add W-9 and Banking instructions to a completed document.

    19 votes

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  20. The option to search from Documents tab by status and tag simultaneously.

    19 votes

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