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Ideas to Improve PandaDoc

To assist us in comprehending your use case thoroughly and implementing the functionality that is truly beneficial to you, kindly respond to the subsequent questions when proposing your idea:
  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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604 results found

  1. 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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  2. 15 votes

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  3. 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.

    15 votes

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

    14 votes

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

    14 votes

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  6. Set the expiration date before sending the document.

    14 votes

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

    14 votes

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  8. 13 votes

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

    13 votes

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

    13 votes

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

    13 votes

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  12. Display uploaded files in the PDF ev1

    13 votes

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  13. 13 votes

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

    12 votes

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  15. Currently, transferring ownership of documents held within folders produces a new folder.

    If two documents are transferred that are both within separate folders, then both produce their own folders. I'm submitting this request to call for better behavior with this-- either no folders being generated, or only one per user. i.e. if I transfer two documents within two folders that are owned by the same user, only one folder is generated with the title "Transferred from ____".

    12 votes

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

    12 votes

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  17. 12 votes

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  18. Would like to have more filters for the templates. Like top 3 used templates.

    12 votes

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  19. Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.

    Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.

    12 votes

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  20. Option to sort the documents by completed date and time.

    12 votes

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