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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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735 results found

  1. Right now, you can only change the name of completed documents from the document list view. Add the ability to change completed doc names from the editor view.

    2 votes

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  2. I noticed when testing for a prospect that if you send a document on behalf of another user (user x), that document does not show up under the sent documents for user x. The document only shows up as sent on the true sender's dashboard.

    I imagine that this makes tracking and managing deals more difficult for a Sales Leader as it is impossible to see who the document was "sent by" (ie: If a manager or proposal creator sends a document on a rep's behalf, the rep only has an email notification and has to go back to their…

    2 votes

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  3. be able to split the document into parts after completion

    3 votes

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  4. 2 votes

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  5. 2 votes

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  6. Make folders within the PandaDoc with lengthy names display the full name/adjust the display column setting to fit in the full name

    1 vote

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  7. ability to search for those who have not signer /opened a document yet

    6 votes

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  8. Be able to see the number of all documents/templates in the folder (including subfolders)

    2 votes

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  9. 3 votes

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  10. 5 votes

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  11. Ability to automatically attach a PDF of completed document to email when using the Bulk Send feature.

    2 votes

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  12. Martin would like to be able to search in the global search tool by company and find which and how many documents have been sent to that organization. Perhaps this could be a part of advanced reporting.

    4 votes

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  13. When a person with a "member" role logs in, only the documents of this person are displayed in the "Dashboard". When a manager or an admin logs in to the system, they see the documents of the whole workspace and can choose to show the documents of a specific team member. The feature request is to be able to make the dashboard show only the manager's/admin's documents by default when they log in.

    1 vote

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  14. 5 votes

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  15. Mass generate separate signature certificates for the documents that have been sent in bulk.

    1 vote

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  16. 1 vote

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  17. 4 votes

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  18. Change document status from Completed to Viewed manually

    2 votes

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  19. 1 vote

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  20. Apply text settings to the whole column, not only to the one cell like it's now ( August 5 2020)

    2 votes

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