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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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714 results found

  1. Have the ability to add in SMS verification to bulk send

    1 vote

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  2. To have an option where each of the further added documents to an already created document will have a new sequence number

    1 vote

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  3. 1 vote

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  4. 1 vote

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  5. Ability to add metadata to documents created from templates using the PandaDoc editor.

    1 vote

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  6. 1 vote

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  7. 1 vote

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  8. API document by status - drilldown to identify the document for follow up
    API document analytics
    Report to be auto- emailed as a flag (set time to email the report - daily, weekly, monthly)
    example: how many documents are opened but not complete
    example: data on time it's been open and not signed/completed.
    have drilldown into the document to follow up with the recipient to move the document to complete

    1 vote

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  9. Ability to view the IP address for Viewers

    2 votes

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  10. 1 vote

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  11. Metrics: user adoption: usage performance including license type, team, and workspace
    Identify behaviors by user, team, and workspace to address with team leads/managers.

    2 votes

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  12. The option to send the documents from two or more email addresses with one user profile.

    6 votes

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  13. Keep/ do not delete the signature certificate when a completed document is edited

    2 votes

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  14. 1 vote

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  15. The feature that will allow users to generate a report that shows all contacts/recipients who have signed a PandaDoc document with the document status indicated.

    1 vote

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  16. 1 vote

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  17. Notification based on dropdown selection. If selected yes, the sender gets a notification

    2 votes

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  18. 1 vote

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  19. A note or indicator showing the signing order hierarchy for documents that require a user's signature but is not yet the current signer.

    1 vote

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  20. 1 vote

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