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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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738 results found

  1. 1 vote

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  2. 3 votes

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

    2 votes

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  5. 2 votes

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  6. 4 votes

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

    4 votes

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  8. 69 votes

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    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

  9. 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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  10. 4 votes

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  11. 4 votes

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  12. 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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  13. 2 votes

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  14. Mass duplicate documents. Checkboxes dont work for this user

    3 votes

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  15. Select and edit several documents at once.

    8 votes

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  16. Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed

    131 votes

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  17. 3 votes

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

    28 votes

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