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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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426 results found

  1. export the sales part of the documents in the CSV file

    export the sales part of the documents in the CSV file

    E.g. Pricing tables items

    https://pandadoc.zendesk.com/agent/tickets/415141

    1 vote

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  2. option to automatically update customers on changes in the terms and conditions of our contracts, after the contract was signed.

    option to automatically update customers on changes in the terms and conditions of our contracts, after the contract was signed.

    1 vote

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  3. Documents

    • Unable to search by doc name when viewing inbox
    • As admin unable to take control over docs sent by users
    • As admin unable to impersonate other users
    • When recipients are altered it disarranges preassigned field boxes
    • Templates are easily modified as they do not require to hit a ‘save’ box when a change is made
    • As soon as you open a template it is in ‘edit’ mode which has caused users to accidentally modify templates

    1 vote

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  4. Bulk download documents: Save folder structure

    Option to download all documents by folders, so the zip file has the same folders (documents structure) as in the account.

    1 vote

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  5. Option to present/get repoting data in Power BI

    Option to present/get repoting data in Power BI

    1 vote

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  6. Upload a whole folder of documents from DropBox to PandaDoc with the same integration

    In addition to the DropBox integration and being able to upload a file from DropBox, it would be great if I was able to upload a whole folder of documents from DropBox with the same integration.

    1 vote

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

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

    1 vote

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

    1 vote

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  10. download graphs in the reporting tool

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

    1 vote

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  11. 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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  12. 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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    1 comment  ·  Documents & Data Management  ·  Admin →
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  13. Allow multiple sequence numbers per one document

    1 vote

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  14. 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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    1 comment  ·  Documents & Data Management  ·  Admin →
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  15. 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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  16. Ability to export list of all the folders and files within the app, export folders tree.

    1 vote

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

    1 vote

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  18. 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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  19. Export documents tag list

    1 vote

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  20. Forecasting

    1 vote

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