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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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737 results found

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

    19 votes

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  3. Set expiration date when uploading the document

    18 votes

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  4. Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.

    18 votes

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  5. 18 votes

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  6. Include a "Failed Delivery" status if document is sent, but then fails.

    18 votes

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  7. Option to download private message /chat on a document.

    17 votes

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  8. 16 votes

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  9. Give option to export list of all Documents status.

    16 votes

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  10. It would be great to have a search function to make finding documents in the 'inbox' easier

    16 votes

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  11. 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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  12. Allow to set waiting for payment and paid Doc statuses outside of payment integrations

    15 votes

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  13. After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments

    15 votes

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  14. Sort the document by status and direct period of time.

    15 votes

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  15. Bulk Send: Download all completed documents without going to each folder.

    14 votes

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  16. Preview a template when you are in the "Templates" tab

    14 votes

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  17. Preview the document before sending without generating the link.

    13 votes

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  18. Would like to have a report to pull CRM created docs vs. PD created docs by user
    Request rooted from QBR

    13 votes

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  19. A panel where customers can see which documents were deleted, and by whom and when.

    13 votes

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  20. Can you enable a filter for the dashboards / views so a user can select a date range or some other criteria?

    13 votes

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