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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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48 results found

  1. Upload a signed PDF instead of the original document at the point the status is changed manually

    Is there any way that if the other partner prints, signs and e-mails a PDF copy i store it as well? Is there an option to upload the pdf at that point I change the status to completed manually?

    When I change the status will I get an option to upload the pdf at that point. How is the PDF stored. Is the PDF then added as a downloadable attachment to the original unsigned document which then has a completed status?

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    I'm glad to inform you that our dev and product teams released the feature for attachment to the documents completed manually and now the document you upload when manually changing the status is visible as an attachment to an email notification send to document recipients. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/360041879753--Editor-2-0-Manually-change-document-status


    We are grateful for your time! Have a wonderful day!


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  2. [Doc2doc] Transfer pricing table

    Doc 2 Doc Enhancements
    - transfer pricing tables

    3 votes

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

  3. Option to add metadata to documents not using API

    Ability to add metadata to documents created from templates using the PandaDoc editor.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  4. transfer signer to another link after document completion

    THe functionality to transfer signers of a form/document to another web page after document completion.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  5. Remove: "Join panda doc today" notification for the signer after completing signing a document.

    I don't want my customers to see "Join panda doc today" after completing signing a document. There should be a feature to disable this notification

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  6. Filter Documents based on Sender awaiting signature

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  7. to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc

    to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  8. Ability to cancel/void the contract/document from PandaDoc (including PDFs of completed documents).

    Ability to cancel/void the contract/document from PandaDoc (including PDFs of completed documents).

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

  9. ability to rename a document when when on viewing mode (opened document)

    ability to rename a document when when on viewing mode (opened document)

    2 votes

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

  10. Reporting by Template

    User want to see analytics such as time to close for the Templates to make the KPIs report by Template, and see how they perform.

    2 votes

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

  11. Edit document Confirmation Pop Up

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  12. Folder Transfer

    If I have 14 different documents that I need to get signed and I don't want to send them all as 1 long document. I think there should be a way to send a folder of documents (similar to a zipped folder) that can be opened and each individual document signed.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  13. Reporting based on the content of the documents

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  14. Automatic PDFs of a Signed Document

    when a final signed copy of a document is finalized, I receive a link in an email that then takes me into the PandaDoc where I can then download the document. It would be nice to have the PDF in the email instead. We sent out POs and our vendors need copies of their POs all the time. I'm trying to workaround the issue but until then I have to download the file and send it to them.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  15. export the list of all documents that are not signed

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  16. Search for tags or click multiple tags at once

    1 vote

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

  17. Deleting document should delete document from reporting

    When you delete a document, the document information still shows up in Panda reporting. This causes confusion and shows errors in reporting. When you delete the document, it should delete out of any reports.

    1 vote

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    1 comment  ·  Documents & Data Management  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature allowing to remove deleted documents from Reporting is available within the system. Please see the file attached for more information, and have a wonderful day!

  18. identify how many times the templates have been used

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  19. Reporting: filter for trash documents

    filter that would allow excluding trash documents from the reporting

    1 vote

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

  20. Search content of uploaded PDF rather than just by the title

    1 vote

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