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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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752 results found

  1. Advanced search options/ Search within the Folder

    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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    7 comments  ·  Documents & Data Management  ·  Admin →
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  2. Duplicate document from inside of it

    Duplicate document from inside of it (at the moment 9 September 2020 it;'s possible only via the "Documents" tab)

    32 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  3. Text formatting for saved messages

    32 votes

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    6 comments  ·  Documents & Data Management  ·  Admin →
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    Not planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  4. OCR capabilities

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

    30 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  5. Disable the option to edit a completed document

    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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    5 comments  ·  Documents & Data Management  ·  Admin →
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  6. The ability to change the statuses of the document to any possible status manually.

    28 votes

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    9 comments  ·  Documents & Data Management  ·  Admin →
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  7. Ability to search from Dashboard

    Search documents from the dashboard

    28 votes

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Admin →
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  8. Audit Trail - add more events

    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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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Admin →
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  9. Ability to search within the document

    Ability to search within the document

    27 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  10. Lock completed documents

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

    25 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  11. Save and Doesn't save buttons for templates and documents

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

    25 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  12. Access files uploaded from the Collect Files field via a link on the completed PDF, or attached to the email when a form is completed.

    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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    1 comment  ·  Documents & Data Management  ·  Admin →
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  13. Aggregate Document Analytics in Reporting Dashboard

    In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.

    23 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  14. Failed Delivery status in PandaDoc (Create an "Errors" tile on the Dashboard)

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

    23 votes

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    Idea  ·  12 comments  ·  Documents & Data Management  ·  Admin →
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  15. Search cross workspaces for documents

    Allow Search cross workspaces for documents

    22 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  16. Export a list of all upcoming renewals

    21 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  17. Search Results are no longer sortable

    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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    5 comments  ·  Documents & Data Management  ·  Admin →
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  18. Ability to add or attach a document / attachment to a completed document

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

    20 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  19. Skip/remove or override a signer the signing order

    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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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  20. Status-tag search for Documents: The option to search from Documents tab by status and tag simultaneously.

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

    20 votes

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