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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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426 results found

  1. Martin is wondering if it is possible to have an addition icon on the dashboard for the total number of documents created. Right now the the dashboard shows Drafts, Sent, Viewed & completed but there isn't an icon for documents that were created in total. So in order for him to accurately know they must add various categories together

    2 votes

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  2. 1 vote

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  3. At the moment when you add a recipient to the document which is not in a draft status, it is automatically sent to the added recipient without any confirmation. It would be great to implement this confirmation.

    2 votes

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  4. The option to add colors to tags in order to make them more visible and provide more organization options with color coded tags.

    2 votes

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  5. 2 votes

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  6. 4 votes

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  7. I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document

    Request was added for Mobile app, but could be a common request.

    4 votes

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  8. wants the ability to search document by using recipient's/contact's email address. In Contact's section, you can only view

    5 votes

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  9. Separate column where tags are listed when viewing documents in the list view.

    1 vote

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  10. 2 votes

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  11. 2 votes

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  12. 4 votes

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  13. When tag is applied the date modified time stamp should update. This would allow for better reporting.

    4 votes

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  14. 4 votes

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  15. 3 votes

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  16. For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)

    4 votes

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  17. 3 votes

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  18. 2 votes

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  19. 1 vote

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  20. 3 votes

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