Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    11 votes

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  2. Duplicate document from inside of it (at the moment 9 September 2020 it;'s possible only via the "Documents" tab)

    11 votes

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  3. Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.

    11 votes

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  4. have native CPQ functionality within PandaDoc

    11 votes

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  5. 11 votes

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  6. Can you enable a filter for the dashboards / views so a user can select either particular users or a date range or some other criteria? It is very relevant when using the IOS app and wanting to see just your own documents, instead of every users' documents.

    10 votes

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  7. Would like to have more filters for the templates. Like top 3 used templates.

    10 votes

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  8. Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.

    10 votes

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  9. 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)

    10 votes

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  10. Option to sort the documents by completed date and time.

    10 votes

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  11. Ability to search within the document

    10 votes

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  12. Documents created from a template automatically move to a specific folder once created/sent

    10 votes

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  13. Display uploaded files in the PDF ev1

    10 votes

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  14. Ability to download documents without signature certificate

    9 votes

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  15. Would like to set permissions (create inside, move, delete) for individual folders (including root folder).

    9 votes

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

    9 votes

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  17. Ability to customize the columns shown in doc/temp/catalog list view

    9 votes

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  18. Add change status option in Document Status Tile view

    9 votes

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

    9 votes

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  20. Right now, I have to add initials on a document manually on every page which costs me so much time for contracts that are 30+ pages long.

    9 votes

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