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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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541 results found

  1. Search documents from the dashboard

    23 votes

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  2. The sender should know when a document was signed, not only completed.

    23 votes

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  3. 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.

    21 votes

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

    19 votes

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  5. Would like to set permissions (create inside, move, delete) for individual folders (including root folder).

    19 votes

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  6. transfer ownership of multiple documents/folder

    19 votes

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  7. 19 votes

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  8. 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.

    18 votes

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  9. 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

    18 votes

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

    18 votes

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

    18 votes

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  12. Be able to add SMS verification to docs created via API.

    17 votes

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  13. Search for documents based on a specific date (created on...)

    17 votes

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  14. Ability to add a specific expiration date for several documents at the same time

    17 votes

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  15. Allow Search cross workspaces for documents

    16 votes

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

    16 votes

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  17. The option to search documents in the document list by text inside them. In this case, Documents were created via uploading a PDF

    16 votes

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  18. Ability to search within the document

    16 votes

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  19. The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).

    16 votes

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  20. Editor 2.0

    Ability to delete comments

    15 votes

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