Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Transfer data to: map pricing tables s in the original document with pricing tables in the new document.

    1 vote

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  2. Bulk Export and Bulk delete documents of a particular template that have been completed

    1 vote

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  3. a way to make all documents of a template go to the same document folder

    1 vote

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  4. 1 vote

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  5. 1 vote

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  6. An option so all completed documents go into a specific folder

    1 vote

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  7. 1 vote

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  8. manage doc lifecycle related notifications: sent, viewed, completed, declined, annoted at the form / template level rather than at the sender profile level

    1 vote

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  9. Option so that when a document is completed, a copy can automatically be sent to specific recipients.

    1 vote

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  10. It would be nice to have a purchase order tracker - something that we can use to input a purchase order number and amount and then every time we sent a quote it will reduce that amount from the purchase order

    2 votes

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  11. Option to disable the document value for documents that have no commercial value.
    For example, HR documents don't have a currency value but they are not worthless as the value 0.00 suggests.

    1 vote

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  12. Would like to have ability to apply logic... that if a user creates a document, for the document to be automatically moved to a folder either in create status, sent status, viewed status, and completed... Under user name or "x" folder title.
    Ex. 12 users - each have their own folder so not to create data clutter within template space or document space.

    1 vote

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  13. The client is interested in the feature to upload more than 1 document at one time as they have a huge number of documents to be imported.

    1 vote

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  14. As a frequent user, I would LOVE to be able to "pin" or "favorite" my frequently used templates and folders. Right now, I have to search through all these different templates and click on them to see if they are for my site or not and it's very confusing and a big mess. If the form could be pinned, then I would know that I am going to the correct one and that I am not wasting what little time I have throughout the day searching.

    1 vote

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  15. 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.

    1 vote

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  16. ability to manually change the status of a doc from draft to sent, viewed etc

    1 vote

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  17. Download a list of documents as a CSV

    1 vote

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  18. Should be possible to send a doc and take a ZERO payment

    4 votes

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  19. Restrict access for team members (admins, managers) to separate documents

    1 vote

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  20. 2 votes

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