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  1. [Reporting] Reporting based on document tags

    33 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

    11 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  · 

  6. Override Approval: vacation setting (Allow Admins to force approve or reject document approvals) [WORKAROUND PROVIDED]

    108 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    On Roadmap  ·  Liza Gatsak responded


    [WORKAROUND]

    Hi all! 

    I’m happy to announce that you can now edit an approval workflow at the document level, whenever a document is in draft status. This change could help you in case an original approver is unavailable to perform the action (maybe they’re on vacation) and you need to change the approver without disrupting the approval process. Here are a few benefits of this new feature: An account admin/manager no longer has to change an approval workflow at the template level A document creator doesn’t need to create a new version of a document once its approval workflow has been changed Making a change to an approval workflow is quick and easy, saving a ton of time and effort for everyone involved Read this Help Center article to learn more about how it works: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H326V6QVFDF0D8S2VPCE9Z 

    I would be happy to answer your questions and get a feedback from you. You can…