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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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825 results found

  1. When a document is declined by one recipient, all other recipients should still be able to access the document.

    2 votes

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  2. Is there a way to see who moved documents or folders to another folder and when they moved them?

    2 votes

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  3. 1 vote

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  4. I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, Time Spent viewing the document.

    8 votes

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  5. Once the document form is signed by whomever, the email notification of signer includes the person's name or email address of who completed INSTEAD of the person owning the form.

    8 votes

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  6. I am trying to do is find the original email message that came with the document sent notification. Even though I and other team members were copied on the outbound email, we do not see that message and would like to reuse that language in the original mail. Is there a way for us to get an outbound email audit log to see the messages we sent via panda?

    2 votes

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  7. Would like the option for the admin to pick members of their team they want to display in the Admin view of the dashboard.

    So instead of viewing all documents created by one individual or all, we would like to pick from several at once, and save that view so department leads can see just how their team is doing while using the Home dashboard, vs the whole company using PandaDoc.

    9 votes

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  8. Remove some default filters in the document list.

    "We do not want that. We want the document to clear out once we move it to a folder on the left side for organization."

    1 vote

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  9. Have the Modified time in the documents list show the exact minutes and seconds of when it was last modified.

    3 votes

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  10. 5 votes

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  11. It would be good if the template name that was used could be included in the audit trail

    1 vote

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  12. I have a template i have made which has 2 documents in one, i send it to clients so it is one email they sign it. When I download it though I want the option to split it into 2 files

    1 vote

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  13. The option to re-open approved/rejected suggestions, like with comments.

    1 vote

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  14. We have several companies that provide quotes in landscape mode. Our proposal and several other docs are in portrait mode, so we need for PandaDoc to recognize when a page is in landscape or portrait upon upload and allow for those to be in the correct orientation (OR allow us to rotate any page, whatever can get this to us faster). I understand I can separately add landscape docs to docs that are in portrait, but this adds another step for us right now since these are uploaded in the same file.

    6 votes

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  15. The option to track how many documents are yet to be completed, based on the catalog items/option to see that you have x number of items in documents that have not yet been accepted.

    2 votes

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  16. Have the option to auto-update the documents after updating the template used to create those documents

    10 votes

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  17. send a document to 1 signer first then send the document to the rest of the signers after the 1st recipient signs the document

    2 votes

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  18. Interactive Presentation Option similar to a Powerpoint or with browsing a webpage.

    2 votes

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  19. 2 votes

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  20. 9 votes

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