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  1. [Reporting] Reporting based on document tags

    34 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Brandon Harris commented  · 

    I want to be able to see tags on the CSV exports. Or, at the very least, export a list of documents that I have filtered by tag.

    Brandon Harris supported this idea  · 

  2. add tags to multiple documents

    12 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Brandon Harris supported this idea  · 
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    Brandon Harris commented  · 

    YES! I need to tag dozens of documents in order to track something based on a search, and I'm discovering that I have to do it individually!?!? Please add this feature so that we can tag multiple documents at once from the search screen.

  3. Download button

    13 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Brandon Harris commented  · 

    I agree with Tom Maggio. At least once a week a client asks me to send them a PDF. This should be a glaringly obvious button at the top of the document. Make it flash, make it gaudy, make it OBVIOUS, just don't bury it in a menu! The recipient UX should be the easiest and most intuitive experience in the world to navigate. If I have to explain it to a kindergartener, it's too difficult.

    Brandon Harris supported this idea  · 

  4. Populate Document Expiration Date Variable before sending

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Brandon Harris supported this idea  · 

  5. Display all recipients to each recipient

    5 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Brandon Harris shared this idea  ·