Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. When tag is applied the date modified time stamp should update. This would allow for better reporting.

    3 votes

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  2. 3 votes

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  3. Mass duplicate documents. Checkboxes dont work for this user

    3 votes

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  4. 3 votes

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  5. Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).

    2 votes

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  6. Dashboard customization, specifically changing "waiting for payment" and "paid" to fields representative of document status in the approver order.

    2 votes

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  7. Global recycle bin for items/contents that were deleted in the platform for easier access for accidentally deleted items.

    2 votes

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  8. The ability to send e-sign documents via text, not just through a recipient email. Option to input either the recipient email or mobile number and then have reminders sent to that same option.

    2 votes

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  9. If you type in that variable that has missing info, it populates back to the contact library. (ie: Contact is missing title, so it doesn't populate. When you manually add in the title on the document, it updates the contact.)

    2 votes

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  10. An option to resize the PDF version of a document before downloading.

    2 votes

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  11. ability to add a rule to change from viewed to completed

    2 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.

    2 votes

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  13. Filter the PandaDoc Inbox to show only the Unsigned document
    Filter to by "To sign" or "Signed"

    2 votes

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  14. 2 votes

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  15. 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)

    2 votes

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  16. Recover Deleted Catalogue

    2 votes

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  17. ability to print forms

    2 votes

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  18. option to move the documents in the list

    2 votes

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  19. Please have an option to change the document completion screen. Make it customizable specifically to language and page content/message

    2 votes

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  20. It would be nice if when you download the document the attachments added to the collect files fields also download, rather than having to download them separately.

    2 votes

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