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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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737 results found

  1. It would be very helpful to have the ability to use reporting based on when the signature was created and how long it is valid

    1 vote

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  2. Set up conditional signers based on radio button selection. If a recipient selects an option in the radio button (for example, region), the document should go to a specific signer.

    2 votes

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  3. Trash Bin: Be able to view documents without restoring them.

    2 votes

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  4. Percentage of the completed and declined documents in the Home page

    2 votes

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  5. Right now when someone signs, we are pulling an SFDC and having them click that link. On the contract redirect after completion, can that link be an SFDC variable?

    2 votes

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  6. For example, there are three products, and the recipient selects one for purchase. The client would like to have an option to search for the document by the products that the recipient has selected.

    2 votes

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  7. Set the same document sequence number for several documents (in case several documents are sent for the same recipient)

    2 votes

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  8. Smart folders would be more useful (or at least equally as useful) as the "move to folder" automation. Smart folders could automatically sort documents into folders by status. They could also sort documents by tags. Ideally, the document library would be able to be viewed in multiple manners, similarly to the way Gmail uses tags or Outlook uses smart folders. You click on a smart folder, and all of the items that meet the criteria of the smart folder appear, even though the items are not physically located in the smart folder. The smart folder serves as a way to…

    1 vote

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  9. Bulk Delete Documents in "Waiting for Others" tab

    2 votes

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  10. In the "My documents" section, you can see the creation date on the list, but if you use the search feature, it only shows you the "modified date" and doesn't give you the option to see the created date. i wouldn't mind a whole separate option for it or still being able to change the modified date column to the created date column. Sometimes we are looking for patterns with templates failing or getting stuck in draft from our API and it's more helpful to see the created date then it is the modified date.

    1 vote

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  11. Ensure that a document cannot be signed if it lacks specific phrases or statements. Use case:
    Contracts are sent out for signatures, with the client signing first and the CEO signing afterward, finalizing the document. It is necessary to ensure that the document cannot be signed by the client if it lacks specific required phrases or statements.

    2 votes

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  12. Metrics and Reporting: API: document performance (efficiency) with sandbox and live separated
    At the moment, sandbox and live metrics are combined. Would like the sandbox not to affect the true API performance and to include time to close, sent to completed, and other metrics presented.

    2 votes

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  13. At the moment the CSVs generated in the tabs from Reporting -> Data Analytics section ("Leaderboards" and custom reports) are build based on the events. For example, if in the dropdown in the top left corner is configured for "Completed" document only, the CSV will contain the documents that were EVER completed (such documents may have been manually transferred to "Declined" status later). Such a method was chosen because of the technical limitation (reporting service doesn't contain the data about document status). The feature request is to build reports based on the actual status of the document, but not on…

    2 votes

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  14. Manually change document status to Incomplete

    1 vote

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  15. Have the ability to download All Documents from all workspaces, without needing to go into each one separately and download them.

    1 vote

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  16. 2 votes

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  17. Restrict users from declining a document after so many days
    Example:
    1. The contract was signed on May 1st.
    2. On July 14th, a manager decides to decline it
    3. PandaDoc doesn't allow him to do so because it's possible to do so only within 30 days after the contract was signed

    1 vote

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  18. 2 votes

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  19. 2 votes

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    • add customised tiles to dashboard e.g. add a key client Company tile (anyone from that company to see activity by key clients
    6 votes

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