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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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608 results found

  1. More important than view would be a status for a document that has been signed by at least one person, but not complete. This would allow the sales team to know their customer has signed the document, but it's now waiting on internal management to sign-off. Right now our salesforce opportunity has to wait for management to sign before I can update the status of the opp, but this sometimes gets lost in their inbox.

    28 votes

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  2. user to fill and sign only once, and then two copies are generated based on the one user filled and signed.

    1 vote

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  3. The option to edit the Completed document with saving the signature.

    152 votes

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    Hi there! 

    Thank you for taking the time to submit your idea. We have investigated your idea's feasibility and potential impact on our users and, unfortunately, we have determined that implementing such functionality would be legally problematic. Editing a document after it has been signed could invalidate the legality of the signature, creating complications and risks for all parties involved. Due to these legal constraints, we are unable to move forward with this specific idea.

    If you have any other ideas or suggestions, we encourage you to continue sharing them with us through UserVoice. Our team regularly reviews the submissions, and your input can have an impact on our product's roadmap. Thank you.

  4. The column is something our sales team would fill out before sending to our client and they would hide the column as well so the client would never see it. I need this column to be selected from a drop down when our sales team is drafting the document before they send it out to be signed, do you think that's possible?

    2 votes

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  5. 2 votes

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  6. Make an Attachment that will have the recipients open and acknowledge.

    3 votes

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  7. How many documents were created by week - get a report of this.

    2 votes

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  8. Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.

    15 votes

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  9. 1 vote

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  10. Since the recent change to bundle docs into one for signing, I now have an extra click to download a completed file every time. We only ever send one doc at a time. If only one document is uploaded in the "bundle", could the option to download as separate documents be removed?

    1 vote

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  11. Would like a report to identify recipients by document status

    2 votes

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  12. Search to see if a particular IP address has signed any documents within your Panda Doc account to limit fraud in our network.

    1 vote

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  13. 1 vote

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  14. Allow Search cross workspaces for documents

    19 votes

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  15. Eugene likes the ability to see into document analytics and once the document is downloaded, he cannot see status of the document's progress.

    5 votes

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  16. Be able to search documents/templates by tags exactly via the search bar (for example, #bigcontract)

    5 votes

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  17. Ability to pre-assign a recipient for role for all the documents/templates in the workspace.

    9 votes

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  18. 92 votes

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    Hi! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  19. At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to delete the tag itself. So the feature rquest is to implement the ability to Delete/remove a tag(s) itself from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs)

    78 votes

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    Hi! Thank you so much for sharing your perspective. While we currently don’t offer this feature, we put forward the following solution, that may help you cover this scenario, namely:

    Please contact our Support team if you need to delete tags. If you have a Member role we might request approval from an admin user on your account.

    We hope this suggestion can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  20. Account has recipients that do not have an email address

    6 votes

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