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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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738 results found

  1. 31 votes

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  2. Ability to search and apply filters within the specific Folder in Documents and CL items. For now the search field filters apply to all of the content, which makes it not convenient and still a long time to find something.

    29 votes

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  3. 27 votes

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  4. Search documents from the dashboard

    27 votes

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  5. 27 votes

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  6. Duplicate document from inside of it (at the moment 9 September 2020 it;'s possible only via the "Documents" tab)

    26 votes

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  7. Once the document is signed - currently a salesperson can edit the completed document and all data is lost.
    would like to have a toggle to remove the ability to edit a document.

    25 votes

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  8. Ability to search within the document

    25 votes

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  9. Have an option where once document is completed, it is locked and cannot be opened.

    24 votes

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

    24 votes

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

    23 votes

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  12. Right now, I have to add initials on a document manually on every page which costs me so much time for contracts that are 30+ pages long.

    22 votes

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  13. It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.

    21 votes

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  14. The option to see audit trail of users and the changes they make to a document, such as:

    Signing Order
    Text edits
    Field tokens added
    Items added from the content library

    21 votes

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  15. 21 votes

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  16. 20 votes

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  17. Would like to have the ability to add W-9 and Banking instructions to a completed document.

    20 votes

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  18. Allow Search cross workspaces for documents

    20 votes

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  19. In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.

    20 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  20. Ability to override or skip someone in the signing order (in case they are no longer a part of the process or necessary to complete the document)

    20 votes

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