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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Ability to save email body automatically when you send the document. So if the pop-up window is closed, the message is saved, or option to restore the email body if it was lost

    1 vote

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  3. Option to have a dashboard tile for document with new comments (separate resolved view and the view with unresolved comments)

    2 votes

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  4. Option to restrict sending document with unresolved inline comments

    3 votes

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  5. Be able to have the expiration date for only the recipient not the entire document to allow to remain accessible even after expiration.

    6 votes

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  6. The ability to export or import data from all documents with a certain tag. For example, the ability to export payment data from all documents with a Done tag.

    1 vote

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  7. automatically add the document owner signature to a document when it is completed by other recipients

    https://pandadoc.zendesk.com/agent/tickets/466863

    1 vote

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  8. My suggestion was that if we agree that viewed 1 time for 1 sec indicates antivirus email filter rather than a person, then maybe the expected behavior is that it should be excluded from the view count OR flagged in some way with a warning that it may not have been really viewed.

    2 votes

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  9. 1 vote

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  10. Option to document archive and vault using AWS S3 bucket

    1 vote

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  11. The documents with enabled gateway integration don't have a status "Completed" when signed, only "Waiting for payment" and "Paid". There should be a transition status added

    4 votes

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  12. Ability to generate a report on the time when the document was signed

    2 votes

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  13. Restrict document owner from resolving suggestions but leave this option only for document approver(s)

    4 votes

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  14. Ability to add comments to Audit trail

    2 votes

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  15. option for the recipient to save their signed document (created by another user from other PandaDoc account ) to their own PandaDoc account.

    2 votes

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  16. Customize reminders that can be set to hours, if they need the recipient to sign the document ASAP.

    10 votes

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  17. Ability to add an attachment to the send via email window so that it is sent separately from the document itself, on the notification email.

    4 votes

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  18. Its not necessarily a rate changes only that we need to change but rather the documents themselves usually have multiple updates each season. For instance we have a template that has about 4 pages: A Customer Information Form, a Payment Policy Notification, a Winter Storage Contract, and Winter Storage Terms & Conditions. Each season, there will be multiple minor adjustments made to each of those pages, whether it be rate changes, edits in the text, and format changes etc. I need the ability to change the source files of those pages in that template with our updated documents.

    With DocuSign,…

    1 vote

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  19. Download completed document in docx format

    4 votes

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  20. Be able to use the customize button for the Document Values within Reports

    3 votes

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