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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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511 results found

  1. ability to access uploaded file by the signer in a completed document

    7 votes

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  2. For example, be able to see only the documents, created within last 3 month (dashboard doesn't provide this ability. For example, today is April 6. If a document was created on March 27 but viewed on 5 April, it will be shown in the dashboard "1 week", despite the fact it was actually created earlier)

    7 votes

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  3. 7 votes

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  4. Adjust signing order for sent documents without having to edit and resend the document

    7 votes

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  5. 7 votes

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  6. 7 votes

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  7. Differentiate Expired Documents that have been viewed or not viewed.

    Do not change the document status to Viewed if a cc has opened it, only if the signer has opened

    7 votes

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  8. 6 votes

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  9. Currently tags appear in no particular order, it would be great to sort them by alphabetical or date created etc.

    6 votes

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  10. When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.

    6 votes

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  11. add photo in the signature certificate

    6 votes

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  12. 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.

    6 votes

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  13. 6 votes

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  14. Users are having issues if they bulk download 1500+ documents, the link is never delivered

    6 votes

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  15. 6 votes

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  16. Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document

    6 votes

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  17. Route CRM generated documents into PandaDoc folders

    6 votes

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  18. Select and edit several documents at once.

    6 votes

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  19. export document data on waiting for signatures into excel

    5 votes

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

    5 votes

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