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Ideas to Improve PandaDoc

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  • 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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706 results found

  1. list report of who downloaded the document or list report about the downloaded documents of a user

    6 votes

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  2. Keep the Document name and the Sequence Auto-Numbering for Bulk Download (bulk download does not keep the document name when but keeps the template name instead)

    6 votes

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  3. Ability to modify the order of events to show whenever signers complete the document on top instead of chronological order only.

    6 votes

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  4. Transfer data to: map pricing tables s in the original document with pricing tables in the new document.

    6 votes

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  5. Be able to search documents/templates by tags exactly via the search bar (for example, #bigcontract)

    6 votes

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  6. A private dashboard of docs that contained financial info so other users cannot see unless invited

    6 votes

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  7. Account has recipients that do not have an email address

    6 votes

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  8. Allow the user to create a shortcut or link where all completed documents can be accessed across workspaces by team members.

    6 votes

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  9. 6 votes

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  10. 6 votes

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  11. when bulk downloading documents save them as PDF, not in ZIP file

    6 votes

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  12. Electronic vaulting of completed contracts--required by banks--our Electron Signature offering is not sufficient enough for the bank

    6 votes

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

    6 votes

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

    6 votes

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  16. 6 votes

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  17. 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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  18. ability to search for those who have not signer /opened a document yet

    6 votes

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  19. Bulk send already created draft documents

    5 votes

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  20. There should be the ability to multi select fields, initials for example, and paste individually to each page or apply to all pages.

    Manually adding multiple initials to documents that are 30-50 pages is very time consuming.

    Docusign allows you to select multiple fields then paste to location on each page - why can't you do that?

    5 votes

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