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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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426 results found

  1. The function that will allow users to view optional messages they have used on their sent documents.

    4 votes

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  2. Assign specific dates from which the recipients may sign the document

    4 votes

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  3. 4 votes

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  4. 4 votes

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  5. Searching a contact within the Contacts tab by postal code/phone number/street address

    4 votes

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  6. Martin would like to be able to search in the global search tool by company and find which and how many documents have been sent to that organization. Perhaps this could be a part of advanced reporting.

    4 votes

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  7. 4 votes

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  8. 4 votes

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  9. I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document

    Request was added for Mobile app, but could be a common request.

    4 votes

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  10. 4 votes

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

    4 votes

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  12. 4 votes

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  13. For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)

    4 votes

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  14. We have this license number we have from DPS, its on all the docs we have and it needs to be updated

    3 votes

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  15. When adding a content library item, it'd be helpful to create a folder while in the menu to add the content library item.
    https://share.getcloudapp.com/wbuD5zZJ

    3 votes

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  16. 3 votes

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  17. Ability to set a default folder in PandaDoc for documents to be sent to.

    3 votes

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  18. Quick and easy way to add CC on all documents sent from PandaDoc.

    3 votes

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  19. The ability to add PandaDoc signatures in the attachments.

    3 votes

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  20. We should have the option to save more than one Pipedrive Deal in Pandadoc.

    3 votes

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