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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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727 results found

  1. Status-tag search for Documents: The option to search from Documents tab by status and tag simultaneously.

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

    19 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Reporting - Export filtered recipient who hasn't sign on document

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Bulk download on Inbox page

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  4. [Content Library] download content library items

    Add ability to download CLIs

    21 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  5. Save and Doesn't save buttons for templates and documents

    Save and Doesn't save buttons for templates and documents.

    23 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  6. [Comments] Ability for recipients to send private comments

    2 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  7. Add indicator for expiring soon documents

    I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document

    Request was added for Mobile app, but could be a common request.

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Ability to search from Dashboard

    Search documents from the dashboard

    27 votes

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Admin →
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  9. Lister: The "Sent by someone" filter in the Documents tab

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Add multiple recipients to one doc at the same time

    From some CSV, for example.

    3 votes

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  11. More Robust Analytics Reporting

    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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    Idea  ·  4 comments  ·  Documents & Data Management  ·  Admin →
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  12. HBSC account direct payment

    Make payments go to HSBC account directly instead of going through PayPal or Stripe.

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  13. [Bulk action] Ability to change sequence of multiple templates at once

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Tag several documents at once

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Adding tag qualifies as document modification

    When tag is applied the date modified time stamp should update. This would allow for better reporting.

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Contract Lifecycle Management (CLM)

    63 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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    Being evaluated  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there. Thank you so much for submitting your idea - we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next couple months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  17. Filter Documents by Contact's email

    wants the ability to search document by using recipient's/contact's email address. In Contact's section, you can only view

    5 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Countdown Widget visible to recipients that updates automatically each day, so they know how many day are left till the document expiration.

    3 votes

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  19. Ability to send password-protected documents in bulk

    4 votes

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  20. Allow a PandaDoc user to see when an expired document is opened

    For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)

    4 votes

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