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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 10 votes

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  2. 18 votes

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  3. 3 votes

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  4. At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to manage the tag itself. So the feature request is to implement the ability to Delete/remove/edit/sort tag(s) from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs).

    139 votes

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  5. option to save completed document on different location of device rather than a default location of downloads

    3 votes

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  6. 2 votes

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  7. Be able to search documents/templates by tags exactly via the search bar (for example, #bigcontract)

    8 votes

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  8. The option to edit the Completed document with saving the signature.

    212 votes

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    Not Planned  ·  Katie Hudson responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. 

  9. 1 vote

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  10. Is there a way to have a box for customer to click and it auto imports their IP address?

    2 votes

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  11. A private dashboard of docs that contained financial info so other users cannot see unless invited

    8 votes

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  12. 1 vote

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  13. Can you enable a filter for the dashboards / views so a user can select a date range or some other criteria?

    13 votes

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  14. Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.

    19 votes

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  15. 1 vote

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  16. 2 votes

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  17. Allow Search cross workspaces for documents

    25 votes

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  18. 1 vote

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  19. Marketing - Would like data analytics on content blocks. Can currently track analytics on pages through other resources. Would like more granular data on specific content blocks and how long the recipient is lingering on particular sections within a one pager. GOAL: understanding content within a one-pager that. is capturing the audience to expand on that specific content.

    4 votes

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  20. 2 votes

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