Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Content Library search inside a folder

    6 votes

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  2. 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)

    6 votes

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  3. automate the populations of data for a given contact into multiple forms (or templates) for that contact

    6 votes

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  4. Allow to set waiting for payment and paid Doc statuses outside of payment integrations

    6 votes

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  5. Ability to customize the columns shown in doc/temp/catalog list view

    6 votes

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

    6 votes

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  7. 6 votes

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  8. 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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  9. Include a "Failed Delivery" status if document is sent, but then fails.

    6 votes

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  10. Select and edit several documents at once.

    6 votes

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  11. 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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  12. 5 votes

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

    5 votes

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

    5 votes

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  15. When needing to search for a specific document the search result options cover them, if you hit ESC or the "x" to dismiss the search results it clears the entire search. The drop down with the search results needs to dissappear after you click on "view all results" otherwise it makes seaching very frusterating and not helpful at all in finding documents.

    5 votes

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  16. Ability to pull tokens from both Deal and Contant records simultaneously

    5 votes

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  17. 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…

    5 votes

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  18. 5 votes

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

    5 votes

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  20. PandaDoc user with member-role is be able to edit someone's document if this user is listed as CC on the document.

    5 votes

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