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  1. [Reporting] Reporting based on document tags

    36 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Han-Chun Hsu commented  · 

    I considered this as a basic feature come along with the tagging feature - the capability to sort documents by tags in the reports. Or at least consider "tag" as an attribute in any "views" creation or folder creation.

    Han-Chun Hsu supported this idea  · 

  2. Generate Report based on Field/Variable Info

    11 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Han-Chun Hsu supported this idea  · 

  3. Move to Folder Automation--Need more options & ability to edit

    2 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Han-Chun Hsu commented  · 

    Totally agreed wit the author. The current automation for sorting documents in folders are tied to templates, which is hindering the usage of automation. While the team just started to use Pandadoc solution, I cannot build the automation because most of the documents are NOT created from templates, but mostly from pdf./docx. uploads.
    We expect the automation to be more customisable and can have more attributes to determine the conditions, e.g. tags, document data points, etc.

    Han-Chun Hsu supported this idea  · 

  4. [Bulk Action] Apply Automation to All Templates at once

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Han-Chun Hsu supported this idea  · 

  5. Conditional questions in Smart Forms

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Han-Chun Hsu supported this idea  · 

  6. Smart Form: Allow for fillable fields to relay

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Han-Chun Hsu supported this idea  · 

  7. Interchange between native PandaDoc redlining and Word redlining

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Han-Chun Hsu supported this idea  ·