Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Set retention for a set amount of time and automatically delete from systems after. This is to reduce liability and exposure to cloud platforms for customers with sensitive on-prem storage needs or customers that have automatic storage of completed documents in more secure systems. Like Docusign's feature https://support.docusign.com/en/articles/Document-Retention-Envelope-Purge-What-you-should-know-before-using-these-features

    1 vote

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  2. Have a pop up on the new document wizard window as it is not clear what will happen after you add recipients and then go to editing document

    1 vote

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  3. 1 vote

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  4. Limit the user of the bulk send

    1 vote

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  5. 2 votes

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  6. 1 vote

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  7. To be able to approve multiple documents that were generated via bulk send feature.

    1 vote

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  8. Only pay for Forms that are completed vs generated/started

    1 vote

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  9. The ability to preview a Form before filling out the email address. When someone generates a Form, only to see what it looks like, it still counts against the overall Form total.

    1 vote

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  10. What we see happening over time is that we create multiple templates with roughly the same content. Updating these templates is a time consuming endeavor because there is no way we can centrally manage/update the content.
    How cool would it be if there would be a central page in settings called "Variables" where
    You can create variables with set content.
    reuse these variables across all your docs.
    A variable could also be an image or a piece of content library content

    It is a simple yet efficient idea that would make our lives a lot easier.

    3 votes

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  11. Would it be possible to add a "To Sign" tile to the Dashboard? It is an important piece of the document workflow that is not shown on the Dashboard. I used to go to the Inbox and the documents needing to be signed were at the top. Now they no longer are and you can't sort or filter the inbox, so I now go to Documents and sort. It would be more efficient though, if the app included a "To Sign" tile on the dashboard. Thanks in advance for considering this request.

    1 vote

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  12. 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.

    1 vote

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  13. 1 vote

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  14. Link content library items so updates can apply to all templates and documents

    1 vote

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  15. 1 vote

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  16. 1 vote

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  17. Have an MP4 option added for the video block

    0 votes

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  18. Please add a feature to access child Object attributes of any Parent Object in SalesForce, i.e in Opportunity there should be a feature to define Tokens for Opportunity Line Items as Line Items are in Child relationship to Opportunity.

    1 vote

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  19. Be able to use the signing order + send the emails to multiple signers. For example, when signer #1 is the salesperson, and signers #2 and signer #3 are clients from the same company and either signer #2 or signer #3 should sign the doc

    1 vote

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  20. 1 vote

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