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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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746 results found

  1. Bulk download documents: Save folder structure

    Option to download all documents by folders, so the zip file has the same folders (documents structure) as in the account.

    1 vote

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  2. Option to present/get repoting data in Power BI

    Option to present/get repoting data in Power BI

    1 vote

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  3. Upload a whole folder of documents from DropBox to PandaDoc with the same integration

    In addition to the DropBox integration and being able to upload a file from DropBox, it would be great if I was able to upload a whole folder of documents from DropBox with the same integration.

    1 vote

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  4. Ability to use "this month" filter for the reporting.

    Ability to use "this month" filter for the reporting.

    1 vote

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  5. Additional option for Expiration frequencies: send the document weekly and then monthly

    Flexibility on expiration date settings for South American clients
    (i.e send the document weekly and then monthly)

    1 vote

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  6. Prevent a user from modifying a doc created from a template before sending it

    1 vote

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  7. download graphs in the reporting tool

    https://app.pandadoc.com/a/#/reporting/workflow-overview

    1 vote

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  8. Set type of content internal users can download

    Ability to set the types of content (download either as PDF or .docx) internal users can download depending on Role.

    1 vote

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  9. The ability to see which user moved a folder in the documents/templates section. / track account user actions in the app

    1 vote

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  10. Export documents tag list

    1 vote

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  11. Forecasting

    1 vote

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  12. Reporting on document that were sent and then moved back to draft status

    1 vote

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  13. 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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  14. 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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  15. 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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  16. 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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  17. 1.0 content should be included into the new reporting tool

    1 vote

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

    1 vote

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

    1 vote

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