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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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45 results found

  1. CX would like to upload multiple documents/templates at the same in, upon creation of document/template

    128 votes

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  2. 1 vote

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  3. Implement trash bin for deleted documents/templates so that users are able to restore documents/templates on their own

    95 votes

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  4. The owner should have the ability to modify how the dashboard looks like. Be able to create own filter.

    191 votes

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  5. To have the feature to use the search bar for document-numbered files.

    4 votes

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  6. 14 votes

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    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    We’re glad to let you know that the feature allowing to view your Workspace name on the Dashboard is available within the system. Please see the link for more info: Workspaces.


    Have a wonderful day!


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc

  7. ability to rename a document when when on viewing mode (opened document)

    2 votes

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  8. Have checkbox option when selecting catalog items so that you can add more than one item at one time.

    1 vote

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    Released  ·  Valeria Pochapskaya responded

    It is possible to select several items when you are adding them from the catalog, for this please click on the items you need in the add from catalog window.

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

    12 votes

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    Hello there! 👋

    I'm happy to inform you that you can now adjust the signing order for sent documents without needing to edit and resend the document. This feature is applicable only to recipients who haven't yet received the document.

    Your feedback would be greatly appreciated.

    Best,

    Igor from the Product Team at PandaDoc

  10. filter documents by status, so that you could see only the chosen status

    1 vote

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  11. User want to see analytics such as time to close for the Templates to make the KPIs report by Template, and see how they perform.

    2 votes

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  12. Import to Editor tool to convert Google Docs files into editable PandaDoc documents and templates.

    5 votes

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  13. It will be very useful to have the ability to list all the documents which require only the document's owner signature to become completed. I think the best way to implement this functionality is to add a new document status - (WOFYS or whatever the best name will be) - Waiting only for your signature . For example, a document has 2 recipients - document's owner and a client. After the document has been sent, viewed and signed by the client - it should transfer to WOFYS status, but not stay in the Viewed like it is now ( 13…

    11 votes

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  14. The option to search documents in the document list by text inside them. In this case, Documents were created via uploading a PDF

    16 votes

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  15. 27 votes

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  16. Documents created from a template automatically move to a specific folder once created/sent

    12 votes

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  17. Editor 2.0

    Ability to delete comments

    15 votes

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  18. Save PandaDocs as word

    1 vote

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  19. option to cancel or void viewed doc

    1 vote

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  20. 1 vote

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