Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Show a summary of document activity in the 'Reporting' section, to include visibility of which documents have the most comments made against them. Will allow easier tracking of which documents have the biggest hang ups and why.

    1 vote

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  2. Connect PandaDoc Content library with an external repository to pull content from a 3rd party provider.

    2 votes

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  3. Give option to export list of all Documents status.

    3 votes

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  4. 1 vote

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  5. Scan document with computer vision (or just date.variables) for contract start date and automatically set Renewal Reminders.

    1 vote

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  6. I want 100% of the document going out to be approved.
    I have salespeople who create their own stuff and send them without approval. Having an approval system across all documents would help make sure all that goes out is as it should be.

    1 vote

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  7. Ability to change document status from within the Editor.

    1 vote

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  8. It would be great to have the email from a sent PD document to appear in gmail sent items as if were sent natively from Gmail.

    1 vote

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  9. 7 votes

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  10. Option to edit uploaded PDF, convert to editable document/template

    69 votes

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  11. 1 vote

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  12. Ability to customize reminder notifications to include those who aren't signers.

    1 vote

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  13. Marketing - Would like data analytics on content blocks. Can currently track analytics on pages through other resources. Would like more granular data on specific content blocks and how long the recipient is lingering on particular sections within a one pager. GOAL: understanding content within a one-pager that. is capturing the audience to expand on that specific content.

    1 vote

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  14. Allow the sender to receive an alert or email if the recipient has not viewed or signed a document.

    1 vote

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  15. 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)

    34 votes

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  16. Automatically send the doc after it's approved

    1 vote

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  17. 1 vote

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  18. transfer ownership of multiple documents/folder

    8 votes

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  19. Set retention for a set amount of time and automatically delete from systems after. This is to reduce liability and exposure to cloud platforms for customers with sensitive on-prem storage needs or customers that have automatic storage of completed documents in more secure systems. Like Docusign's feature https://support.docusign.com/en/articles/Document-Retention-Envelope-Purge-What-you-should-know-before-using-these-features

    1 vote

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  20. Have a pop up on the new document wizard window as it is not clear what will happen after you add recipients and then go to editing document

    1 vote

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