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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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426 results found

  1. Ability to fax PandaDoc

    29 votes

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  2. 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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  3. 6 votes

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  4. 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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  5. Will allow the user to view who signed the document in the reporting feature

    4 votes

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  6. be able to download a report of recipients who haven’t signed or signed the documents

    4 votes

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  7. edit the sent documents from Actions Required section

    4 votes

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  8. i.e the ability to alphabetize documents while also setting the order for the status column

    4 votes

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  9. Once a document is completed, being able to extract only some of the pages to be able to create a work order, without values. We want to be able to extract only some of the data that needs to be populated into the work order (another document).

    5 votes

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  10. I would like to be able to access the document level analytics for the recipients such as last viewed date, quantity of times viewed, time spent, and times downloaded. Most importantly is the last viewed date and quantity of times viewed. I want to be able to pull that information into my CRM and set tasks for follow up, for instance when a document has been viewed 3 times in the last month, it would then be considered a hot opportunity and a task would be autogenerated for a sales person to call.

    4 votes

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  11. export document data on waiting for signatures into excel

    11 votes

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  12. Bundle completed documents into one

    4 votes

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  13. We have this license number we have from DPS, its on all the docs we have and it needs to be updated

    3 votes

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  14. The ability to add PandaDoc signatures in the attachments.

    3 votes

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  15. Have the certification of a completed document come through as a separate document rather than attached at the end of a completed document

    4 votes

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  16. An easier way for recipient to see who is a signer or CC'd on a document. Instead of having to hoover over the Bubbles at the top of the document allow there to be a portion on the side of the document to view who is all a signer/CC'd on the document. "Or make it more prominent that everyone copied is listed at the top of the pandaDoc."

    2 votes

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  17. When adding a content library item, it'd be helpful to create a folder while in the menu to add the content library item.
    https://share.getcloudapp.com/wbuD5zZJ

    3 votes

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  18. Option to export the list of expiring soon documents

    2 votes

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  19. Whenever Companies are merged in Hubspot, one of the records is set as Master Record and updated with all information, and all remaining duplicated records are deleted after that.

    In this scenario, all contracts associated with those deleted company records have to be manually reassociated to the remaining and new master company record. If it's one or two, it's fine. The problem is when you duplicate Companies in Bulk, using tools like Insycle, and having to reassociate hundreds of company and contract records manually.

    Insycle outputs a CSV report containing both the Old and New Hubspot ID for each company.…

    4 votes

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  20. Ability to set a default folder in PandaDoc for documents to be sent to.

    3 votes

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