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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. We would like to have an internal note on a document

    11 votes

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  2. a storage for completed documents without making it as a draft

    11 votes

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

    11 votes

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  4. Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.

    11 votes

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  5. have native CPQ functionality within PandaDoc

    11 votes

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  6. export document data on waiting for signatures into excel

    10 votes

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  7. adding tags to multiple documents

    10 votes

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  8. Would like to have the ability to add W-9 and Banking instructions to a completed document.

    10 votes

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  9. Hubspot Integration: Multi locations - pull info from multiple companies for one document instead of multiple.
    Right now if we have a customer who has 4 offices, we have to do 4 different documents. One for each location. It would be awesome if we could make one document with all of the info for the parent and child offices/companies.

    9 votes

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  10. 9 votes

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  11. Ability to pre-assign a recipient for role for all the documents/templates in the workspace.

    9 votes

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  12. Ability to allow users to attach files even when the document has been sent.

    9 votes

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  13. In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.

    9 votes

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  14. Ability to download images used in PandaDoc documents

    9 votes

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  15. 9 votes

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  16. Differentiate Expired Documents that have been viewed or not viewed.

    Do not change the document status to Viewed if a cc has opened it, only if the signer has opened

    9 votes

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

    8 votes

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  18. ability to access uploaded file by the signer in a completed document

    8 votes

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  19. The date and time is UTC by default. Currently, if you reference the Global Date Variable in a template, it can default to a different day (in some cases) based on our timezone.

    8 votes

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  20. 8 votes

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