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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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604 results found

  1. Ability to search from Dashboard

    Search documents from the dashboard

    27 votes

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Admin →
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  2. Completed to paid status manually

    27 votes

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    Idea  ·  7 comments  ·  Documents & Data Management  ·  Admin →
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  3. The Signed status in the Actions tab

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

    26 votes

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Admin →
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  4. [Bulk action] Ability to customize/disable expiration date for several documents at the same time

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

    23 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  5. Advanced search options/ Search within the Folder

    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.

    22 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
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  6. Disable the option to edit a completed document

    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.

    21 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  7. Save and Doesn't save buttons for templates and documents

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

    21 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  8. Duplicate document from inside of it

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

    20 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  9. Search Results are no longer sortable

    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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    5 comments  ·  Documents & Data Management  ·  Admin →
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  10. SMS Verification for API Created Docs

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

    19 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  11. Lock completed documents

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

    19 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  12. Ability to search within the document

    Ability to search within the document

    19 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  13. Search cross workspaces for documents

    Allow Search cross workspaces for documents

    18 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  14. Audit Trail - add more events

    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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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  15. Status-tag search for Documents: The option to search from Documents tab by status and tag simultaneously.

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

    18 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Delete tags from the list of already added tags

    18 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Download Chat / Private Message transcript

    Option to download private message /chat on a document.

    17 votes

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Admin →
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  18. Skip signer

    Ability to override or skip someone in the signing order (incase they are no longer apart of the process or necessary to complete the document)

    17 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  19. Export all documents list with statuses and other information

    Give option to export list of all Documents status.

    16 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  20. Automatically add initials to a document

    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.

    16 votes

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    Idea  ·  6 comments  ·  Documents & Data Management  ·  Admin →
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