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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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733 results found

  1. 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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  2. 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

  3. 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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  4. 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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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Ability to send password-protected documents in bulk

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  6. 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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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Catalog - Ability to update custom columns with a CSV

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Mass duplicate

    Mass duplicate documents. Checkboxes dont work for this user

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  9. [Bulk action] Select and edit several documents at once

    Select and edit several documents at once.

    8 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  10. Export details - Audit Trail

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

    114 votes

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    11 comments  ·  Documents & Data Management  ·  Admin →
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  11. Filter documents by products added from catalog

    3 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  12. OCR capabilities

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

    24 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Completed to paid status manually

    27 votes

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    Idea  ·  7 comments  ·  Documents & Data Management  ·  Admin →
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