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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 7 votes

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  2. 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

    7 votes

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

    6 votes

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  4. 6 votes

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  5. 6 votes

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  6. 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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  7. 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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  8. add photo in the signature certificate

    6 votes

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  9. 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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  10. 6 votes

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  11. 6 votes

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  12. Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document

    6 votes

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  13. Route CRM generated documents into PandaDoc folders

    6 votes

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  14. Select and edit several documents at once.

    6 votes

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  15. 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.

    5 votes

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  16. 5 votes

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  17. 5 votes

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  18. ability to search documents by signer, sender, creator. after you open a document do not back to all docs, keep the one you found on the list.

    5 votes

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  19. When opening the contact list it would be nice to have the search line at the top without having to click on the magnifying glass. There are so many contacts I don’t know why anyone would take the time to scroll thru them, search is easier but clicking on the magnifying glass is a step that could be removed.

    5 votes

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  20. Would like the capability for a bundle to be sent upon a signed NDA.
    Once a completed document occurs, an event is triggered for a bundle to be sent out to the same recipient/signer.

    5 votes

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