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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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408 results found

  1. Would like to be able to have an option in the Dashboard to see further than 1 year.

    39 votes

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  2. Validation stamp with each signature - a unique identifier with date, time, and some other geo stamp that would display next to each signature.

    37 votes

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  3. Ability to add a specific expiration date for several documents at the same time

    36 votes

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  4. Ability to search and apply filters within the specific Folder in Documents and CL items. For now the search field filters apply to all of the content, which makes it not convenient and still a long time to find something.

    34 votes

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  5. OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs

    30 votes

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  6. Once the document is signed - currently a salesperson can edit the completed document and all data is lost.
    would like to have a toggle to remove the ability to edit a document.

    28 votes

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  7. 28 votes

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  8. Search documents from the dashboard

    28 votes

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  9. The option to see audit trail of users and the changes they make to a document, such as:

    Signing Order
    Text edits
    Field tokens added
    Items added from the content library

    27 votes

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  10. Ability to search within the document

    27 votes

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  11. Have an option where once document is completed, it is locked and cannot be opened.

    25 votes

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  12. Save and Doesn't save buttons for templates and documents.

    25 votes

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  13. It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.

    23 votes

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  14. Allow Search cross workspaces for documents

    23 votes

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  15. Include a "Failed Delivery" status if document is sent, but then fails.

    23 votes

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  16. 21 votes

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  17. We used to be able to sort search results on the document page. With the introduction of the filters that is not longer available. Please bring back this feature. I have clients with multiple invoices and while it is useful to be able to filter the results, sometimes I need to just see what is the most current invoice.
    thank you,

    20 votes

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  18. Would like to have the ability to add W-9 and Banking instructions to a completed document.

    20 votes

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  19. Ability to override or skip someone in the signing order (in case they are no longer a part of the process or necessary to complete the document)

    20 votes

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  20. The option to search from Documents tab by status and tag simultaneously.

    20 votes

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