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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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541 results found

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

    7 votes

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

    7 votes

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  3. For example, be able to see only the documents, created within last 3 month (dashboard doesn't provide this ability. For example, today is April 6. If a document was created on March 27 but viewed on 5 April, it will be shown in the dashboard "1 week", despite the fact it was actually created earlier)

    7 votes

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  4. Adjust signing order for sent documents without having to edit and resend the document

    7 votes

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  5. 7 votes

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  6. 7 votes

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  7. Select and edit several documents at once.

    7 votes

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  8. export document data on waiting for signatures into excel

    6 votes

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

    6 votes

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  10. Reporting: Need ability to have a report by contract expiration date or end date for renewals.
    - ex. NDA - tracking "Contract End Date" on all document expiration for upcoming renewals.
    - ability to filter by time range

    6 votes

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  11. Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
    Ability to get not the overall report, but only the info you see inside the app after applying filters

    6 votes

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  12. 6 votes

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  13. 6 votes

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  14. Currently tags appear in no particular order, it would be great to sort them by alphabetical or date created etc.

    6 votes

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  15. When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.

    6 votes

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  16. add photo in the signature certificate

    6 votes

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  17. 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.

    6 votes

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  18. when creating a document from a template make the date change to the current date and not the date the template was created.

    6 votes

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  19. The margin calculates fine for one off revenue. Each item has a cost, sell price and therefore a margin which is reported correctly.
    The margin does not calculate properly in the monthly revenue table when you use the multiplier column (which we use for the number of months subscription).
    It calculates the revenue correctly (price x number of licenses x number of months) but it only takes one month of cost into the calculation. Ie the multiplier column impacts revenue but not cost and therefore the margin calculation is massively inflated.
    EXAMPLE:
    This customer is buying licenses that are £5…

    6 votes

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  20. 6 votes

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