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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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729 results found

  1. filter document download by regular documents, documents from bulk send and documents from forms

    2 votes

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  2. The option for a CC recipient to see the status of the document.

    2 votes

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  3. add new role in the document

    2 votes

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  4. When trying to download reports or make a custom report, it is very troublesome when you try to filter and have to click each individual select button so that the contract can be input into that report - my solution is if you can add a "Select all" feature? Similar to the select all feature when on the document home page - it allows you to search up a keyword and bulk select . This will be very useful. Thank you again! Screenshot inserted below.

    3 votes

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  5. Change document status to "In Process" after one of multiple recipients has signed.

    4 votes

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  6. Enhanced Tagging System

    Overview:

    Our current tagging system serves as a foundation for organizing content within our platform. However, to further streamline content management and ensure consistency across various elements such as templates, documents, and content library items, we propose an enhanced tagging system. This system would facilitate the seamless flow of tags from content library items to templates and subsequently to documents, promoting efficient updates and maintenance processes.

    Key Features:

    Tag Propagation: Tags assigned to content library items should propagate to associated templates when incorporated, either through Smart Content integration or manual insertion into documents.

    Template-to-Document Tag Transfer: Tags…

    2 votes

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  7. Sender receives the completed PDF but the other recipients do not

    2 votes

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  8. Report showing documents created in PandaDoc and linked back to CRM

    2 votes

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  9. Would like a report of how many documents are created in PD and linked back to SFDC. Additionally, would like to be able to drill into the data.
    ex. if the number is "2", would like to click on the 2 created and see who created the document, where they linked back to sfdc, and which documents/opportunities they are. (drilldown data)

    2 votes

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  10. 2 votes

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  11. 2 votes

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  12. The ability to enable/place an email signature at the bottom of emails for sent document notifications.

    2 votes

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  13. Sort of like when you open an email: the unopened ones are in bold but after you open them they are not. This would occur on the home screen under the completed tab.

    2 votes

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  14. report that shows who in PandaDoc Contacts had already received quotes

    2 votes

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  15. Preview the document before sending without generating the link.

    13 votes

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  16. Ability to view the IP address for Viewers

    2 votes

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  17. Restrict users from declining a document after so many days
    Example:
    1. The contract was signed on May 1st.
    2. On July 14th, a manager decides to decline it
    3. PandaDoc doesn't allow him to do so because it's possible to do so only within 30 days after the contract was signed

    1 vote

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  18. 1 vote

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  19. It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.

    21 votes

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  20. Keep/ do not delete the signature certificate when a completed document is edited

    2 votes

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