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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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735 results found

  1. The option to search from Documents tab by status and tag simultaneously.

    19 votes

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  2. An option to search a specific word and sort out the results by folders.

    3 votes

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  3. 2 votes

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  4. have native CPQ functionality within PandaDoc

    13 votes

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  5. OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs

    28 votes

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  6. 2 votes

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  7. 4 votes

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  8. 3 votes

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  9. ability to see who from team members opened a document

    1 vote

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  10. 1 vote

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  11. 3 votes

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  12. 7 votes

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  13. 2 votes

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  14. The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).

    16 votes

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  15. 2 votes

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  16. Display uploaded files in the PDF ev1

    13 votes

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  17. 9 votes

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  18. 2 votes

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  19. Searching a contact within the Contacts tab by postal code/phone number/street address

    4 votes

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  20. 2 votes

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