Modify Dashboard: create filters, hide statuses
The owner should have the ability to modify how the dashboard looks like. Be able to create own filter.
with new Home dashboard, you can select needed document statuses and apply date filter. More filters to come!Â
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Paul Koufalis commented
This really makes the product hard to use without these features.
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Heather Deaton commented
We also need the ability to create custom statuses. It would be amazing to have a status labeled "SIGNED" so that it doesn't just read as "viewed". We shouldn't have to click on a document to see the true status.
Furthermore, signed documents that actually require action from us should not go under the tab labeled "Waiting on Others". These two things are incredibly misleading and are causing us to miss important signatures. We want to look timely, not like we're dropping the ball. -
Anonymous commented
ability to edit each tab - drafts, actions required, waiting for others, finalized
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Anonymous commented
ability to view in the Dashboard the plan details and number of Application volume, Forms, Bulk send, etc used
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Jonathon Gillis commented
It would be useful to be able to customize the dashboard view. For example, being able to hide statuses that are unused.
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gareth commented
This is vital - we send out different types of documents through Pandadoc - not all are of high importance that need chasing, at present all documents sent are bundled together so it looks like there's loads of over due docs and it skews the information.
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Alyssa Larson commented
In addition, we need to be able to see ALL documents (all statuses and all time). This would make searching for a document easier if you don't know what status it is in.
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Alyssa Larson commented
It would be nice to have the ability to remove the "Waiting on Payment" and "Paid" tiles on the dashboard, as our company does not use those in PandaDoc.
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Jo Howell commented
I agree with a previous comment that an "All time" option would be really useful
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LaSandra Linscomb commented
Allow users to customize there dashboards in a way the works better for their daily activities.
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Adam Haining commented
have a column for client name - without having to hover over their initials. If document is not named with their details, can't tell who they are at a glance.
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Thomas Hayes commented
Be able to hide dollar values on dashboard, and select from different currencies
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AdminSolomiia Mereniuk (Admin, PandaDoc) commented
Ability to set up a default dashboard view for your own documents so you will not need to select yourself from the dropdown each time you want to check your docs created (for admins/managers)
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Madison Hanks commented
In the dashboard tab, it would be nice to edit which boxes is appropriate for our office to use. It would also be nice instead of in inbox there was a box that was used for when I need to sign so all notifications are in one place. It would make tracking documents a lot easier.
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Dashboard customization, specifically changing "waiting for payment" and "paid" to fields representative of document status in the approver order.
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Andy Hellmuth commented
I'd like to be able to make it so that when i enter the dashboard, the default view for my documents is "1 year" not "1 week". I'd also like there to be an "All Time" version where i could see information for past 1 year.
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Polina Ismailova commented
Filter documents by status and by creator
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Roman Klinetskyi commented
Ability to change date range on the dashboard page
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Jeff Rosen commented
The ability to have each user within a workspace choose between a dashboard displaying everything created within a workspace vs their own view.
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Polina Ismailova commented
Ability to change the names of the icons on the dashboard the way it is needed. Example: instead of "Paid" to be "Paid by a customer".