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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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736 results found

  1. Restrict users from declining a document after so many days
    Example:
    1. The contract was signed on May 1st.
    2. On July 14th, a manager decides to decline it
    3. PandaDoc doesn't allow him to do so because it's possible to do so only within 30 days after the contract was signed

    1 vote

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  2. 2 votes

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  3. 1 vote

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  4. 2 votes

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    • add customised tiles to dashboard e.g. add a key client Company tile (anyone from that company to see activity by key clients
    2 votes

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  5. search document by its content

    2 votes

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  6. We have a problem with one signer, who is always not signing contracts on time, and want to see some list of contracts that are waiting for a signature from that person

    2 votes

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  7. Reporting shows signed date(s)

    2 votes

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  8. Folders appear on the Home page

    3 votes

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  9. 1 vote

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  10. Group manually completed documents in one folder or create a tag for them by default

    2 votes

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  11. Be able to run a report that shows the median Total Time Spent by Template. right now we just have "sent to completed" which could be days, but we want to get a closer number about "how long did it take for them to fill out this bundle". It seems like the "Total Time Spent" analytics on a particular document is on an individual document level, but not reflected in the Reporting section

    1 vote

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  12. filter document download by regular documents, documents from bulk send and documents from forms

    2 votes

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  13. View which documents had ownership transferred - view who the new owner is

    3 votes

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  14. The option for a CC recipient to see the status of the document.

    2 votes

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  15. add new role in the document

    2 votes

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  16. Enhanced Tagging System

    Overview:

    Our current tagging system serves as a foundation for organizing content within our platform. However, to further streamline content management and ensure consistency across various elements such as templates, documents, and content library items, we propose an enhanced tagging system. This system would facilitate the seamless flow of tags from content library items to templates and subsequently to documents, promoting efficient updates and maintenance processes.

    Key Features:

    Tag Propagation: Tags assigned to content library items should propagate to associated templates when incorporated, either through Smart Content integration or manual insertion into documents.

    Template-to-Document Tag Transfer: Tags…

    2 votes

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  17. Sender receives the completed PDF but the other recipients do not

    2 votes

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  18. Report showing documents created in PandaDoc and linked back to CRM

    2 votes

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  19. Would like a report of how many documents are created in PD and linked back to SFDC. Additionally, would like to be able to drill into the data.
    ex. if the number is "2", would like to click on the 2 created and see who created the document, where they linked back to sfdc, and which documents/opportunities they are. (drilldown data)

    2 votes

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