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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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694 results found

  1. hide the option to Create a trial account when the document is completed

    1 vote

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  2. 1 vote

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  3. Ability to set up "Home overview" section in a way so that all users' documents are visible there.

    1 vote

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  4. a version history could be displayed on the main title page for the template/content library etc. So we can see at a quick glance when something was last updated.

    1 vote

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  5. When receiving a large number of docs at the end of the month, it becomes overwhelming to manage them and it becomes difficult to mark off where the docs are at in the process. Feature would be an area to add an annotation to keep track.

    1 vote

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  6. It would be very helpful to be able to generate list of related records from Salesforce. For example: from the account page, generate a list of opportunities related to that account (with the ability to filter by criteria).

    Thank you for your consideration!

    1 vote

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  7. Allow an attachment to be rotated

    1 vote

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  8. Ability to select the folder the uploaded documents are put into.

    1 vote

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  9. Include "expiration date"/"renewal date" into the report.

    1 vote

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  10. 1 vote

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  11. export the recipients in the Excel file for the expired documents

    1 vote

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  12. Transfer more such as Completion or Signature Data.

    1 vote

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  13. Disable Home and keep only Team dashboard

    1 vote

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  14. Last year the feature was enabled (in response to this idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40261645-template-to-doc-folder) to create an automation that moves a document to a certain folder once it has been either sent or completed. This is exactly the feature I want, only I'd want it to be triggered from the document's point of creation. We have multiple different templates, and currently all documents created from them get placed into the same folder and need to be manually sorted. Letting us choose which folders documents created from different templates go to would be enormously helpful in keeping our documents organized.

    1 vote

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  15. Once documents are completed, they are moved into folders created in PandaDoc. But when I choose completed document status, ALL of them are visible there again whether they were 'filed' or not. I want them to stay in their folders and not have to look at them anymore in any list of documents.

    1 vote

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  16. 1 vote

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  17. 1 vote

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  18. 1 vote

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  19. 1 vote

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  20. Ability to extend the expiration date for the document recipient links.

    1 vote

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