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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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511 results found

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

    10 votes

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

    10 votes

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  3. Currently, transferring ownership of documents held within folders produces a new folder.

    If two documents are transferred that are both within separate folders, then both produce their own folders. I'm submitting this request to call for better behavior with this-- either no folders being generated, or only one per user. i.e. if I transfer two documents within two folders that are owned by the same user, only one folder is generated with the title "Transferred from ____".

    9 votes

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

    9 votes

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

    9 votes

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  6. 9 votes

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  7. We would like to have an internal note on a document

    8 votes

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  8. Ability to pre-assign a recipient for role for all the documents/templates in the workspace.

    8 votes

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  9. automate the populations of data for a given contact into multiple forms (or templates) for that contact

    8 votes

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  10. Allow Search cross workspaces for documents

    8 votes

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  11. Transfer the word document's redlining to PandaDoc after the document is created via the upload of the word file

    8 votes

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  12. 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.

    8 votes

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  13. Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.

    Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.

    8 votes

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  14. Ability to download images used in PandaDoc documents

    8 votes

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  15. 7 votes

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

    7 votes

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

    7 votes

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  18. 7 votes

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

    7 votes

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  20. Ability to allow users to attach files even when the document has been sent.

    7 votes

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