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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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478 results found

  1. 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.

    8 votes

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  2. 2 votes

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  3. 2 votes

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  4. The option to search documents in the document list by text inside them. In this case, Documents were created via uploading a PDF

    16 votes

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  5. Client would like to be able to search two letters using the search function.

    2 votes

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  6. PandaDoc user with member-role is be able to edit someone's document if this user is listed as CC on the document.

    5 votes

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  7. export template title list per workspace

    1 vote

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  8. 6 votes

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

    4 votes

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  10. 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

    16 votes

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

    3 votes

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  13. Search documents from the dashboard

    20 votes

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  14. Option to create contract custom Follow Up emails.

    3 votes

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  15. 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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  16. Assign specific dates from which the recipients may sign the document

    4 votes

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  17. Include a "Failed Delivery" status if document is sent, but then fails.

    9 votes

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

    3 votes

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

    3 votes

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  20. 2 votes

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