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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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792 results found

  1. Ability to use "this month" filter for the reporting.

    Ability to use "this month" filter for the reporting.

    1 vote

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  2. Additional option for Expiration frequencies: send the document weekly and then monthly

    Flexibility on expiration date settings for South American clients
    (i.e send the document weekly and then monthly)

    1 vote

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  3. Prevent a user from modifying a doc created from a template before sending it

    1 vote

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  4. download graphs in the reporting tool

    https://app.pandadoc.com/a/#/reporting/workflow-overview

    1 vote

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  5. Set type of content internal users can download

    Ability to set the types of content (download either as PDF or .docx) internal users can download depending on Role.

    1 vote

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  6. UTM parameter

    to set up the UTM parameter in PandaDoc and get it visualized through our analytics.

    https://pandadoc.zendesk.com/agent/tickets/389879

    1 vote

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  7. Allow multiple sequence numbers per one document

    1 vote

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  8. Add custom validity to a signed document

    Add the possibility to see clearly the validity of a signed document. This not mentioned now. And... being able to customize the validity of a signed document, into for instance 1 week or 1 month

    1 vote

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  9. The ability to see which user moved a folder in the documents/templates section. / track account user actions in the app

    1 vote

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  10. Ability to export list of all the folders and files within the app, export folders tree.

    1 vote

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  11. (bulk send ) documents auto enter the name when user fills it out

    1 vote

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  12. The ability to see which recipients have viewed a particular document, and which have not.

    Right now this isn't available with the reporting feature.

    1 vote

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  13. Export documents tag list

    1 vote

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  14. Forecasting

    1 vote

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  15. Reporting on document that were sent and then moved back to draft status

    1 vote

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  16. search/filter/manage documents by SKU

    1 vote

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  17. Bundle across multiple workspaces

    1 vote

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  18. Filter documents by templates (see docs created based on a particular template)

    1 vote

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  19. If only one source file is uploaded, then automatically download as one file.

    Since the recent change to bundle docs into one for signing, I now have an extra click to download a completed file every time. We only ever send one doc at a time. If only one document is uploaded in the "bundle", could the option to download as separate documents be removed?

    1 vote

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  20. Search to see if a particular IP address has signed any documents within your Panda Doc account to limit fraud in our network.

    Search to see if a particular IP address has signed any documents within your Panda Doc account to limit fraud in our network.

    1 vote

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