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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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681 results found

  1. Display uploaded files in the PDF ev1

    13 votes

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

    12 votes

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

    12 votes

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

    12 votes

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  6. 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.

    12 votes

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  7. 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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  8. The ability to export documents as CSV file not a zip file and the PDF version.

    11 votes

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  9. export document data on waiting for signatures into excel

    11 votes

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

    11 votes

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  11. 11 votes

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  12. 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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  13. have native CPQ functionality within PandaDoc

    11 votes

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  14. Customer would like the word docx and Google docx to follow the format when being uploaded to the platform

    10 votes

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  15. Have the option to change the document status manually from the Dashboard / Home.

    10 votes

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  16. adding tags to multiple documents

    10 votes

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  17. 10 votes

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

    10 votes

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  19. 10 votes

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  20. Ability to download images used in PandaDoc documents

    10 votes

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