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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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715 results found

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

    19 votes

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  2. Set expiration date when uploading the document

    18 votes

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  3. 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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  4. 18 votes

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

    17 votes

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  6. 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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  7. 16 votes

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

    16 votes

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  9. In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.

    16 votes

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

    15 votes

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  12. 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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  13. Sort the document by status and direct period of time.

    15 votes

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

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

    14 votes

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

    13 votes

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  19. 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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  20. 13 votes

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