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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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467 results found

  1. auto-populate IP of the users

    Is there a way to have a box for customer to click and it auto imports their IP address?

    1 vote

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  2. Filter documents by templates (see docs created based on a particular template)

    1 vote

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  3. If only one source file is uploaded, then automatically download as one file.

    Since the recent change to bundle docs into one for signing, I now have an extra click to download a completed file every time. We only ever send one doc at a time. If only one document is uploaded in the "bundle", could the option to download as separate documents be removed?

    1 vote

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  4. Search to see if a particular IP address has signed any documents within your Panda Doc account to limit fraud in our network.

    Search to see if a particular IP address has signed any documents within your Panda Doc account to limit fraud in our network.

    1 vote

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  5. Would like the name of the uploaded CSV file to be displayed in the email that states the upload failed.

    1 vote

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  6. Add identifying information to each PDF within the downloaded Zip file

    1 vote

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  7. Sorting Reporting Data by header fields, like owner, date, recipients, etc.

    In the Reporting tab where you can see all your documents we would like to able to sort and order the documents by the headers and be able to search all the documents by more than just the title.

    1 vote

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  8. 1.0 content should be included into the new reporting tool

    1 vote

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  9. save filled signature once the document is edited

    1 vote

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  10. Ability to tag folders

    1 vote

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  11. Bundles - checkpoints

    checkpoints for new hire employee bundles
    multiple document status (progress bar), percentage to complete, what page they have completed, or page "x of y"

    1 vote

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  12. Data on best time to send documents

    Be able to pull data on the best time for your customer base to send documents, that will lead to a higher close rate

    1 vote

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  13. Ability to export selected PDFs from multiple searches in a single batch

    Ability to export selected PDFs from multiple searches in a single batch

    1 vote

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  14. direct a new document with the transfer data option into the folder the initial document was created in

    1 vote

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  15. Document value for content library items

    Ability to set the Document Value in a Content Library

    1 vote

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  16. One signature generate 2 copies of completed pdf

    user to fill and sign only once, and then two copies are generated based on the one user filled and signed.

    1 vote

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  17. track who download the document or if the recipient downloaded the document in PandaDoc

    1 vote

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  18. report how many documents created by week

    How many documents were created by week - get a report of this.

    1 vote

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  19. More reporting data availability: see how many quotes have pricing tables with discounts

    1 vote

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  20. See which document a duplicate came from

    1 vote

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