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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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633 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.

    12 votes

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  2. expiration starts once the signer opened the document

    2 votes

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

    8 votes

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  4. 2 votes

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  5. 1 vote

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  6. 1 vote

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  7. 2 votes

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  8. After a recipient clicks Other actions -> Forward, be able to input not only the email of the new recipient, but also their name and surname. This should automatically populate the recipient's name & surname in Recipients (at the moment after the document is forwarded, in Recipients the email of the new recipient is used instead of their name & surname) and in signature sertificate (it's possible to do it manually, while filling in the singature via "Type" option, but still)

    5 votes

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  9. Allow to set up automatic printing of the document in the web app

    1 vote

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  10. Our users upload PDFs to PandaDoc for signing and then copy them from PandaDoc to our servers for our records. I wwould like to make a feature request to have files scanned for viruses prior to uploading. Thank you.

    1 vote

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  11. Bulk change document owner ability

    3 votes

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  12. need to separate out each document into it's own pdf.

    1 vote

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  13. My request was for a dashboard to track when a customer has signed a contract and then it's the approvers turn to sign

    4 votes

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  14. 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.

    12 votes

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  15. export template title list per workspace

    2 votes

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  16. 1 vote

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

    13 votes

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  18. 2 votes

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  19. Submitted forms thru Template embedding to go to a specific folder.

    5 votes

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  20. Transfer the word document's redlining to PandaDoc after the document is created via the upload of the word file

    8 votes

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