Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 6 votes

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  2. can add a link to template or document and make it mandatory to click before completing the document.

    4 votes

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  3. In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.

    7 votes

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  4. The function that will allow users to view optional messages they have used on their sent documents.

    3 votes

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  5. An easier way to bulk send a doc (without having to prepare a CSV file)

    4 votes

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  6. Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document

    6 votes

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  7. 21 votes

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  8. 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

    14 votes

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  9. Assign specific dates from which the recipients may sign the document

    4 votes

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  10. Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.

    Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.

    6 votes

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  11. Ability to choose if a signature is to the left, centered, or to the right.

    5 votes

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  12. Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.

    11 votes

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  13. Disable sending PDF attachment of the completed document to the document owner.

    3 votes

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  14. An option to search a specific word and sort out the results by folders.

    3 votes

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  15. Re-generate links in case you've provided recipients with the wrong one without having to edit the document

    3 votes

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  16. 2 votes

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  17. Users are having issues if they bulk download 1500+ documents, the link is never delivered

    5 votes

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  18. Option to sort the documents by completed date and time.

    10 votes

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  19. The sender should know when a document was signed, not only completed.

    22 votes

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  20. Search documents from the dashboard

    15 votes

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