Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. It would be nice to have a purchase order tracker - something that we can use to input a purchase order number and amount and then every time we sent a quote it will reduce that amount from the purchase order

    2 votes

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  2. I would like the ability to restrict access to certain templates. For example, I would like to keep old templates in the system but make them "unavailable" for users to send out. Also, when creating new templates, I would like to make them unavailable until they are approved and signed off on before being made available to users to send out.

    3 votes

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  3. 13 votes

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  4. 1 vote

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  5. Please have an option to change the document completion screen. Make it customizable specifically to language and page content/message

    9 votes

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  6. 1 vote

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  7. Add a status "Waiting on you" or "Waiting for others" between "Viewed" and "Completed" in case the document has several signers to sign the document, so you will see who still needs to sign the document

    1 vote

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  8. When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.

    6 votes

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

    7 votes

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

    1 vote

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  11. Would like to know how many docs are not signed immediately. Preferably 5 minutes from time sent.

    4 votes

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  12. 1 vote

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

    4 votes

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

    85 votes

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  15. Currently tags appear in no particular order, it would be great to sort them by alphabetical or date created etc.

    6 votes

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  16. 1 vote

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

    3 votes

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  18. is there a feature whereby all the CC emails I add to the PandaDoc document .. to have validation that they MUST view the document at least once before making the document "Completed"?

    2 votes

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  19. 1 vote

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  20. 1 vote

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