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  1. Send multiple docs in 1 email / Envelopes / API packages

    362 votes

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    24 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    Released  ·  Valeria Pochapskaya responded


    Document Bundling

    Document Bundling allows you to group multiple documents, send, and track them all at once, within a single document transaction — no more misplaced documents or sifting through emails.

    Ready to bundle up? Check out this helpful resource to learn how to create your first document bundle.

    Madison Hanks supported this idea  · 

  2. Modify Dashboard: create filters, hide statuses

    191 votes

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    22 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    Released  ·  Maria Fomenko responded

    with new Home dashboard, you can select needed document statuses and apply date filter. More filters to come! 

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    Madison Hanks commented  · 

    In the dashboard tab, it would be nice to edit which boxes is appropriate for our office to use. It would also be nice instead of in inbox there was a box that was used for when I need to sign so all notifications are in one place. It would make tracking documents a lot easier.

    Madison Hanks supported this idea  ·