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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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692 results found

  1. Allow an attachment to be rotated

    1 vote

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  2. I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, Time Spent viewing the document.

    4 votes

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  3. After completing the document, option to print the document only without having options to print or download the PDF, just view and print only.

    2 votes

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  4. Would like to see the drilldown of information when looking at reporting. Ability to click the number to see the related recipients.
    example: template efficiency, when filtered to "viewed" he'd like to be able to click into the number to view the pending names.
    As of now, it's too many steps to click and export a report.
    He'd like to have an actionable item from that screen as well.

    example: template efficiency, select "x" template, filter and send a reminder to all the pending documents at once.

    2 votes

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  5. Ability to select the folder the uploaded documents are put into.

    1 vote

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  6. Have the ability to filter documents by contacts.

    2 votes

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  7. Settings to enable the removal of blank pages on sent documents.

    2 votes

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  8. Include "expiration date"/"renewal date" into the report.

    1 vote

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  9. 1 vote

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  10. export the recipients in the Excel file for the expired documents

    1 vote

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  11. The ability to add a verification or 2-step process when deleting documents.

    i.e when a document is clicked for deletion, a message pops up alerting that the document will be moved to trash, asking if the user would like to proceed.

    3 votes

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  12. 6 votes

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  13. Manually change the document status from Paid to Declined

    2 votes

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  14. We used to be able to sort search results on the document page. With the introduction of the filters that is not longer available. Please bring back this feature. I have clients with multiple invoices and while it is useful to be able to filter the results, sometimes I need to just see what is the most current invoice.
    thank you,

    19 votes

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  15. Will allow the user to view if the recipient access or click the link that is included on the document

    1 vote

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  16. Transfer more such as Completion or Signature Data.

    1 vote

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  17. We have several companies that provide quotes in landscape mode. Our proposal and several other docs are in portrait mode, so we need for PandaDoc to recognize when a page is in landscape or portrait upon upload and allow for those to be in the correct orientation (OR allow us to rotate any page, whatever can get this to us faster). I understand I can separately add landscape docs to docs that are in portrait, but this adds another step for us right now since these are uploaded in the same file.

    4 votes

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  18. Show a document status on the downloaded PDF

    2 votes

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  19. Currently when typing the key word in the Document search bar (search per title of all ) the results show only the documents containing the key word , the folders with the key words are not showing.

    It would be good if folders with the key word in titile were showing in the search results as well.

    2 votes

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  20. 2 votes

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