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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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738 results found

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

    19 votes

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

    19 votes

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  3. Set expiration date when uploading the document

    18 votes

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  4. 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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  5. Give option to export list of all Documents status.

    17 votes

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

    17 votes

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  7. 16 votes

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

    16 votes

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  9. 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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  10. The ability to export documents as CSV file not a zip file and the PDF version.

    15 votes

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

    15 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. After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments

    15 votes

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

    15 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. Customer would like the word docx and Google docx to follow the format when being uploaded to the platform

    13 votes

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  18. Preview the document before sending without generating the link.

    13 votes

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  19. Filter documents in Inbox by status

    13 votes

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  20. Would like to have a report to pull CRM created docs vs. PD created docs by user
    Request rooted from QBR

    13 votes

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