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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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426 results found

  1. 4 votes

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  2. List folders in alphabetical order

    6 votes

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  3. Limit rights for collaborators on a document, so when collaborator is added with view rights they can see the document the same way as the recipient can only

    3 votes

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  4. 5 votes

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  5. Option to automatically add Documents created from a Template, into a pre-defined folder in the documents section.

    3 votes

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  6. When we apply filters to the documents tab and click into a document, when we then want to return to the documents tab and click back the original filters are lost so that we have to reapply the same filters again. Managers in particular are finding this frustrating and time consuming. We'd like the filters to remain

    3 votes

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  7. 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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  8. 1 vote

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  9. We were wondering if it was possible to see an overview of the recipient analysis, but as accumulated data for all our documents.

    Option to see for how long the receivers are on specific pages, but as a bundle. So for instance, how many seconds of view time is the average for document across all receivers. Include specific pages in time to view in Reporting as it does on single document level.

    "We were wondering if it was possible to see an overview of the recipient analysis, but as accumulated data for all our documents."

    3 votes

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  10. Option to separate documents in bundle. For example, there is a bundle of quotes, the customer only signs the first quote and the other quote in the bundle is unsigned. Need to separate and complete the signed one but leave the unsigned document in viewed docs.

    2 votes

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  11. adding tags to multiple documents

    10 votes

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  12. I would like to get a report of all documents where I am listed as a signer, CC or if I was part of the workflow when a document is sent out.

    2 votes

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  13. Is there a function or possibility on our signed documents to make a condensed version?

    The reason I ask, internally we only need about 3 pages of the 12-14 that are on very document, these are normally the same 3 pages.

    2 votes

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  14. 1 vote

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  15. Ability to search for documents and templates by ID.

    6 votes

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  16. 1 vote

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  17. 3 votes

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  18. 5 votes

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  19. The main idea is to create a feature that would lock the documents that have been bundled so that other account users cannot remove any parts of it.

    1 vote

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  20. Ability to have Bulk send analytics results.

    4 votes

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