Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Please have an option to change the document completion screen. Make it customizable specifically to language and page content/message

    17 votes

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  2. 17 votes

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  3. Ability to add a specific expiration date for several documents at the same time

    16 votes

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  4. transfer ownership of multiple documents/folder

    15 votes

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  5. The option to search documents in the document list by text inside them. In this case, Documents were created via uploading a PDF

    15 votes

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  6. Search documents from the dashboard

    15 votes

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  7. Editor 2.0

    Ability to delete comments

    15 votes

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  8. The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).

    15 votes

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  9. 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.

    14 votes

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  10. More important than view would be a status for a document that has been signed by at least one person, but not complete. This would allow the sales team to know their customer has signed the document, but it's now waiting on internal management to sign-off. Right now our salesforce opportunity has to wait for management to sign before I can update the status of the opp, but this sometimes gets lost in their inbox.

    14 votes

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  11. support Loom video for documents like YouTube, Vimeo, Wistia, or Vidyard.

    14 votes

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  12. The option to see audit trail of users and the changes they make to a document, such as:

    Signing Order
    Text edits
    Field tokens added
    Items added from the content library

    14 votes

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  13. Save all the completed documents as PDFs automatically.

    14 votes

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  14. 14 votes

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  15. Have an option where once document is completed, it is locked and cannot be opened.

    13 votes

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  16. 13 votes

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  17. The option to search from Documents tab by status and tag simultaneously.

    13 votes

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  18. Bulk Send: Download all completed documents without going to each folder.

    12 votes

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  19. 12 votes

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  20. Set the expiration date before sending the document.

    11 votes

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