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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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737 results found

  1. Have the Modified time in the documents list show the exact minutes and seconds of when it was last modified.

    3 votes

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  2. edit the sent documents from Actions Required section

    4 votes

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  3. i.e the ability to alphabetize documents while also setting the order for the status column

    4 votes

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  4. option to place GIF in "Send document" pop-up

    2 votes

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  5. 3 votes

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  6. document ellipsis option in the Document tab should be similar to the Home tab's, not just having a delete option but duplicate, rename, change status etc.

    2 votes

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  7. Option to to include dynamic months and years into auto-numbering. For example, if sequence name is 2309 in September, change it to 2310 in October or 2401 in January.

    2 votes

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  8. 1 vote

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  9. Once a document is completed, being able to extract only some of the pages to be able to create a work order, without values. We want to be able to extract only some of the data that needs to be populated into the work order (another document).

    5 votes

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  10. Ability to extend the expiration date for the document recipient links.

    1 vote

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  11. I would like to be able to access the document level analytics for the recipients such as last viewed date, quantity of times viewed, time spent, and times downloaded. Most importantly is the last viewed date and quantity of times viewed. I want to be able to pull that information into my CRM and set tasks for follow up, for instance when a document has been viewed 3 times in the last month, it would then be considered a hot opportunity and a task would be autogenerated for a sales person to call.

    4 votes

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  12. export document data on waiting for signatures into excel

    11 votes

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  13. Option to set document value based on variable

    1 vote

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  14. 3 votes

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  15. Signing order: sender should be able to fill out the document without the need to open it in the email.
    For example in the document that has no signing order: https://v2uploads.zopim.io/4/Y/j/4Yj1tUnZnoy4dvMfWSAnoiW5JtwMykBJ/e11d487a3de2b227ceac5372bbad9762d8468b9e.png

    1 vote

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  16. A feature that would enable the system to display all documents that have recipient comments.

    1 vote

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    • Will allow the user to export the email of the recipients using the Reporting feature
    1 vote

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  17. I am trying to do is find the original email message that came with the document sent notification. Even though I and other team members were copied on the outbound email, we do not see that message and would like to reuse that language in the original mail. Is there a way for us to get an outbound email audit log to see the messages we sent via panda?

    2 votes

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  18. 1 vote

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  19. Search for a contract using Pandadoc contract ID data

    1 vote

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