Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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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  2. 1 vote

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  3. notifications should be sent to everyone who was signed/received the document

    2 votes

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  4. reset password on protected documents

    1 vote

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  5. 15 votes

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  6. 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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  7. 1 vote

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  8. track the link once added to document

    1 vote

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  9. Option to sort the documents by completed date and time.

    8 votes

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  10. 5 votes

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  11. 2 votes

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  12. 3 votes

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  13. Be able to put Tokens in Fields. For example, we may need the client to enter their company name in a Field but we also use it as a Token. It would be good to have the Token pre-populate the Fields (we pull with Zapier).

    9 votes

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  14. Ability to add a specific expiration date for several documents at the same time

    11 votes

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  15. Implement trash bin for deleted documents/templates so that users are able to restore documents/templates on their own

    73 votes

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  16. Add the "add new sourcefile" option like in classic editor when editing a completed or sent document.

    1 vote

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  17. 164 votes

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  18. Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.

    5 votes

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  19. The option to resend the documents to the persons who have not signed the document yet.

    2 votes

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  20. 2 votes

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