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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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426 results found

  1. 20 votes

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  2. We used to be able to sort search results on the document page. With the introduction of the filters that is not longer available. Please bring back this feature. I have clients with multiple invoices and while it is useful to be able to filter the results, sometimes I need to just see what is the most current invoice.
    thank you,

    19 votes

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  3. Would like to have the ability to add W-9 and Banking instructions to a completed document.

    19 votes

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

    19 votes

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  5. Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.

    18 votes

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  6. 17 votes

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  7. Option to download private message /chat on a document.

    17 votes

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  8. Ability to override or skip someone in the signing order (incase they are no longer apart of the process or necessary to complete the document)

    17 votes

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  9. 16 votes

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  10. Give option to export list of all Documents status.

    16 votes

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  11. 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).

    16 votes

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  12. Allow to set waiting for payment and paid Doc statuses outside of payment integrations

    15 votes

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  13. It would be great to have a search function to make finding documents in the 'inbox' easier

    14 votes

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  14. Sort the document by status and direct period of time.

    14 votes

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

    14 votes

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  16. Preview a template when you are in the "Templates" tab

    14 votes

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  17. A panel where customers can see which documents were deleted, and by whom and when.

    13 votes

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  18. Can you enable a filter for the dashboards / views so a user can select a date range or some other criteria?

    13 votes

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  19. 13 votes

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  20. Include a "Failed Delivery" status if document is sent, but then fails.

    13 votes

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