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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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636 results found

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

    12 votes

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  2. 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 ____".

    12 votes

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

    12 votes

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

    12 votes

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  5. 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.

    12 votes

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  6. 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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  7. Option to sort the documents by completed date and time.

    12 votes

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  8. export document data on waiting for signatures into excel

    11 votes

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

    11 votes

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  10. 11 votes

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  11. 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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  12. have native CPQ functionality within PandaDoc

    11 votes

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  13. adding tags to multiple documents

    10 votes

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  14. 10 votes

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  15. Hubspot Integration: Multi locations - pull info from multiple companies for one document instead of multiple.
    Right now if we have a customer who has 4 offices, we have to do 4 different documents. One for each location. It would be awesome if we could make one document with all of the info for the parent and child offices/companies.

    9 votes

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  16. track edits feature in the document like in MS word or google docs

    9 votes

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

    9 votes

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

    9 votes

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  19. "Download all" checkbox (which is next to the "Title" in the "Documents" tab") selects ALL the documents, not only the documents, which have been scrolled

    9 votes

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  20. Ability to download images used in PandaDoc documents

    9 votes

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