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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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91 results found

  1. Filter Documents based on Sender awaiting signature

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  2. to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc

    to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  3. Ability to cancel/void the contract/document from PandaDoc (including PDFs of completed documents).

    Ability to cancel/void the contract/document from PandaDoc (including PDFs of completed documents).

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

  4. Applying several filters to Documents list view at once

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  5. ability to rename a document when when on viewing mode (opened document)

    ability to rename a document when when on viewing mode (opened document)

    2 votes

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    Released  ·  0 comments  ·  Documents & Data Management  ·  Admin →

  6. Reporting by Template

    User want to see analytics such as time to close for the Templates to make the KPIs report by Template, and see how they perform.

    2 votes

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    Released  ·  0 comments  ·  Documents & Data Management  ·  Admin →

  7. Info about who signed the Viewed document and who hasn't yet visible from the list view of the Viewed Document Status Tile on the Dashboard

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

  8. Edit document Confirmation Pop Up

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  9. Catalog - Ability to update custom columns with a CSV

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  10. Ability to Change Time Zone for Timestamp in Signature Certificate

    The ability to change the time zone of the timestamp for the certificate of signature. The time zone can be changed but it may confuse users and signers since time is different as it shows as UTC

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  11. Folder Transfer

    If I have 14 different documents that I need to get signed and I don't want to send them all as 1 long document. I think there should be a way to send a folder of documents (similar to a zipped folder) that can be opened and each individual document signed.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  12. Option to assign recipients to roles on a document level

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  13. Download 2 separate PDFs

    I have a template i have made which has 2 documents in one, i send it to clients so it is one email they sign it. When I download it though I want the option to split it into 2 files

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  14. For recipient - Ability to view all documents in one place.

    For recipient - Ability to view all documents in one place.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  15. Reporting based on the content of the documents

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  16. Automatic PDFs of a Signed Document

    when a final signed copy of a document is finalized, I receive a link in an email that then takes me into the PandaDoc where I can then download the document. It would be nice to have the PDF in the email instead. We sent out POs and our vendors need copies of their POs all the time. I'm trying to workaround the issue but until then I have to download the file and send it to them.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  17. export the list of all documents that are not signed

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  18. Search for tags or click multiple tags at once

    1 vote

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    Released  ·  0 comments  ·  Documents & Data Management  ·  Admin →

  19. Deleting document should delete document from reporting

    When you delete a document, the document information still shows up in Panda reporting. This causes confusion and shows errors in reporting. When you delete the document, it should delete out of any reports.

    1 vote

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    1 comment  ·  Documents & Data Management  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature allowing to remove deleted documents from Reporting is available within the system. Please see the file attached for more information, and have a wonderful day!

  20. identify how many times the templates have been used

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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