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

    13 votes

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  2. 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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  3. 13 votes

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

    13 votes

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  5. have native CPQ functionality within PandaDoc

    13 votes

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  6. Display uploaded files in the PDF ev1

    13 votes

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  7. The ability for users with multiple PandaDoc accounts to copy their templates and documents across accounts.

    12 votes

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  8. Have the option to change the document status manually from the Dashboard / Home.

    12 votes

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  9. Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
    Ability to get not the overall report, but only the info you see inside the app after applying filters

    12 votes

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  10. 12 votes

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

    12 votes

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  12. Option to generate a signature certificate for the documents completed manually

    12 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.

    12 votes

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  14. export document data on waiting for signatures into excel

    11 votes

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  15. adding tags to multiple documents

    11 votes

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  16. a storage for completed documents without making it as a draft

    11 votes

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  17. 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.

    11 votes

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  18. attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")

    now they are attached as separate files

    10 votes

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  19. Ability to change the file location inside the document without leaving the document.
    Currently the file location is displayed below the document title as All Documents > Name of Subfolder with only the option to open that folder. Would be faster and more efficient to right click and see a drop down of other file locations to move the document to.

    10 votes

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  20. 10 votes

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