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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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84 results found

  1. Info about who signed the Viewed document and who hasn't yet visible from the list view of the Viewed Document Status Tile on the Dashboard

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

  2. Edit document Confirmation Pop Up

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  3. Catalog - Ability to update custom columns with a CSV

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  4. Ability to Change Time Zone for Timestamp in Signature Certificate

    The ability to change the time zone of the timestamp for the certificate of signature. The time zone can be changed but it may confuse users and signers since time is different as it shows as UTC

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  5. 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 →

  6. Option to assign recipients to roles on a document level

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  7. Download 2 separate PDFs

    I have a template i have made which has 2 documents in one, i send it to clients so it is one email they sign it. When I download it though I want the option to split it into 2 files

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  8. For recipient - Ability to view all documents in one place.

    For recipient - Ability to view all documents in one place.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  9. Reporting based on the content of the documents

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  10. 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 →

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

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  12. Search for tags or click multiple tags at once

    1 vote

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

  13. 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  ·  Valeryia Baranava 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!

  14. identify how many times the templates have been used

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  15. 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 →

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

    1 vote

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

  17. Edit document name after its been sent/completed

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hello there,

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

    Please kindly be advised that the feature allowing to change a document name after sending/completion is already available within the system. Here's how we do that: https://share.getcloudapp.com/8Lup8Gqj

    Many thanks for your time! Have a wonderful day!

  18. Ability to select multiple items from catalog

    Have checkbox option when selecting catalog items so that you can add more than one item at one time.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
    Released  ·  Valeria Pochapskaya responded

    It is possible to select several items when you are adding them from the catalog, for this please click on the items you need in the add from catalog window.

  19. filter documents by status

    filter documents by status, so that you could see only the chosen status

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  20. Save PandaDocs as word

    Save PandaDocs as word

    1 vote

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