Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.

    Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.

    6 votes

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  2. A place for private notes when adding catalog items.

    4 votes

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  3. Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.

    10 votes

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  4. Change document status from Completed to Viewed manually

    2 votes

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  5. 1 vote

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  6. Ability to override or skip someone in the signing order (incase they are no longer apart of the process or necessary to complete the document)

    10 votes

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  7. 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)

    49 votes

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  8. Apply text settings to the whole column, not only to the one cell like it's now ( August 5 2020)

    2 votes

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  9. 2 votes

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  10. mass check documents that are being sent out of bulk to know if any of them differ from the original template

    2 votes

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  11. 2 votes

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  12. Ability to download images used in PandaDoc documents

    7 votes

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  13. Separate column where tags are listed when viewing documents in the list view.

    1 vote

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  14. Include a "Failed Delivery" status if document is sent, but then fails.

    6 votes

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  15. 5 votes

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  16. Have an option to create a private document where only the account owner/user can have an access to.

    66 votes

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  17. Martin would like to be able to search in the global search tool by company and find which and how many documents have been sent to that organization. Perhaps this could be a part of advanced reporting.

    4 votes

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  18. Martin is wondering if it is possible to have an addition icon on the dashboard for the total number of documents created. Right now the the dashboard shows Drafts, Sent, Viewed & completed but there isn't an icon for documents that were created in total. So in order for him to accurately know they must add various categories together

    2 votes

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  19. 33 votes

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  20. At the moment when you add a recipient to the document which is not in a draft status, it is automatically sent to the added recipient without any confirmation. It would be great to implement this confirmation.

    1 vote

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