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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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736 results found

  1. Reporting shows signed date(s)

    2 votes

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  2. Folders appear on the Home page

    3 votes

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  3. 1 vote

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  4. Group manually completed documents in one folder or create a tag for them by default

    2 votes

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  5. Be able to run a report that shows the median Total Time Spent by Template. right now we just have "sent to completed" which could be days, but we want to get a closer number about "how long did it take for them to fill out this bundle". It seems like the "Total Time Spent" analytics on a particular document is on an individual document level, but not reflected in the Reporting section

    1 vote

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  6. filter document download by regular documents, documents from bulk send and documents from forms

    2 votes

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  7. View which documents had ownership transferred - view who the new owner is

    3 votes

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  8. The option for a CC recipient to see the status of the document.

    2 votes

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  9. add new role in the document

    2 votes

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  10. Enhanced Tagging System

    Overview:

    Our current tagging system serves as a foundation for organizing content within our platform. However, to further streamline content management and ensure consistency across various elements such as templates, documents, and content library items, we propose an enhanced tagging system. This system would facilitate the seamless flow of tags from content library items to templates and subsequently to documents, promoting efficient updates and maintenance processes.

    Key Features:

    Tag Propagation: Tags assigned to content library items should propagate to associated templates when incorporated, either through Smart Content integration or manual insertion into documents.

    Template-to-Document Tag Transfer: Tags…

    2 votes

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  11. Sender receives the completed PDF but the other recipients do not

    2 votes

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  12. Report showing documents created in PandaDoc and linked back to CRM

    2 votes

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  13. Would like a report of how many documents are created in PD and linked back to SFDC. Additionally, would like to be able to drill into the data.
    ex. if the number is "2", would like to click on the 2 created and see who created the document, where they linked back to sfdc, and which documents/opportunities they are. (drilldown data)

    2 votes

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  14. Have the ability to see resolved inline comments regardless of who resolved them

    0 votes

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  15. Ability to not have the status change from viewed to Sent when people that are CC'ed open and view the document. Have the document change status from Sent to Viewed only when the Signer has opened and viewed the document.

    1 vote

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  16. 2 votes

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  17. The ability to enable/place an email signature at the bottom of emails for sent document notifications.

    2 votes

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  18. Sort of like when you open an email: the unopened ones are in bold but after you open them they are not. This would occur on the home screen under the completed tab.

    2 votes

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  19. Have the ability to use the Payments to mark documents as paid if they were created before 01/24/2024

    1 vote

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  20. 1 vote

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