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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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824 results found

  1. option for the recipient to save their signed document (created by another user from other PandaDoc account ) to their own PandaDoc account.

    2 votes

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  2. 1 vote

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  3. Ability to limit document creation for account users

    3 votes

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  4. Option to automatically add Documents created from a Template, into a pre-defined folder in the documents section.

    3 votes

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  5. version history ability to print changed versions within PandaDoc UI
    Provided workaround to print from webpage and change the size of the document.

    7 votes

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  6. Ability to search and apply filters within the specific Folder in Documents and CL items. For now the search field filters apply to all of the content, which makes it not convenient and still a long time to find something.

    35 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  7. Would like to have a report to pull CRM created docs vs. PD created docs by user
    Request rooted from QBR

    16 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  8. When we apply filters to the documents tab and click into a document, when we then want to return to the documents tab and click back the original filters are lost so that we have to reapply the same filters again. Managers in particular are finding this frustrating and time consuming. We'd like the filters to remain

    3 votes

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  9. Would like to have the ability to duplicate a document while in the dashboard view. Currently, you can only Delete it in this view.

    1 vote

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  10. 11 votes

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  11. 2 votes

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  12. Be able to see the date when a document was moved to Trash.

    1 vote

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  13. We were wondering if it was possible to see an overview of the recipient analysis, but as accumulated data for all our documents.

    Option to see for how long the receivers are on specific pages, but as a bundle. So for instance, how many seconds of view time is the average for document across all receivers. Include specific pages in time to view in Reporting as it does on single document level.

    3 votes

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  14. 1 vote

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  15. For enterprise plans, where long-term archiving may be required, allow for a UI option to download the PDF representation of Document using a PDFA (Archiving) format. This should also be an option for Webhook attachments (and any other API end-point that might include a PDF download).

    1 vote

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  16. [Global Setting] disable the ability for the clients to forward agreements

    1 vote

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  17. It is intrusive to have the "optional" and "required" words pop up with each field when filling out a document. Would be nice to have the option to turn this off.

    2 votes

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  18. 1 vote

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  19. Ability to save email body automatically when you send the document. So if the pop-up window is closed, the message is saved, or option to restore the email body if it was lost

    1 vote

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  20. 2 votes

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