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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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401 results found

  1. [Bulk action] Ability to customize/disable expiration date for several documents at the same time

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

    38 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  2. OCR capabilities

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

    32 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  3. 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.

    30 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
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  4. 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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  5. 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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  6. Lock completed documents

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

    27 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  7. 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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  8. 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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  9. 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.

    26 votes

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

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

    26 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  11. Search cross workspaces for documents

    Allow Search cross workspaces for documents

    25 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  12. Failed Delivery status in PandaDoc (Create an "Errors" tile on the Dashboard)

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

    25 votes

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    Idea  ·  13 comments  ·  Documents & Data Management  ·  Admin →
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  13. Export a list of all upcoming renewals

    22 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  14. 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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  15. 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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  16. 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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  17. 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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  18. Download document as PowerPoint (.ppt) format

    19 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Export all documents list with statuses and other information

    Give option to export list of all Documents status.

    18 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  20. copy the entire folder with templates/docs in it

    18 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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