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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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639 results found

  1. Show Tax Exclusive Document Values on Document List

    Option to show tax exclusive grand total values on the document's list

    1 vote

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  2. rejection metric

    1 vote

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  3. Lock bundled documents so they can't be edited or deleted.

    The main idea is to create a feature that would lock the documents that have been bundled so that other account users cannot remove any parts of it.

    1 vote

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  4. export the sales part of the documents in the CSV file

    export the sales part of the documents in the CSV file

    E.g. Pricing tables items

    https://pandadoc.zendesk.com/agent/tickets/415141

    1 vote

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  5. Bulk download documents: Save folder structure

    Option to download all documents by folders, so the zip file has the same folders (documents structure) as in the account.

    1 vote

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  6. Option to present/get repoting data in Power BI

    Option to present/get repoting data in Power BI

    1 vote

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  7. Upload a whole folder of documents from DropBox to PandaDoc with the same integration

    In addition to the DropBox integration and being able to upload a file from DropBox, it would be great if I was able to upload a whole folder of documents from DropBox with the same integration.

    1 vote

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  8. Ability to use "this month" filter for the reporting.

    Ability to use "this month" filter for the reporting.

    1 vote

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  9. Additional option for Expiration frequencies: send the document weekly and then monthly

    Flexibility on expiration date settings for South American clients
    (i.e send the document weekly and then monthly)

    1 vote

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  10. Prevent a user from modifying a doc created from a template before sending it

    1 vote

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  11. download graphs in the reporting tool

    https://app.pandadoc.com/a/#/reporting/workflow-overview

    1 vote

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  12. Set type of content internal users can download

    Ability to set the types of content (download either as PDF or .docx) internal users can download depending on Role.

    1 vote

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  13. The ability to see which user moved a folder in the documents/templates section. / track account user actions in the app

    1 vote

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  14. Export documents tag list

    1 vote

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  15. Forecasting

    1 vote

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  16. Reporting on document that were sent and then moved back to draft status

    1 vote

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  17. Would like the name of the uploaded CSV file to be displayed in the email that states the upload failed.

    1 vote

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  18. Sorting Reporting Data by header fields, like owner, date, recipients, etc.

    In the Reporting tab where you can see all your documents we would like to able to sort and order the documents by the headers and be able to search all the documents by more than just the title.

    1 vote

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  19. Bundles - checkpoints

    checkpoints for new hire employee bundles
    multiple document status (progress bar), percentage to complete, what page they have completed, or page "x of y"

    1 vote

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  20. direct a new document with the transfer data option into the folder the initial document was created in

    1 vote

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