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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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738 results found

  1. 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.

    3 votes

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  2. 20 votes

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  3. 1 vote

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  4. 1 vote

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  5. 1 vote

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  6. 27 votes

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  7. 4 votes

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  8. Turn off "2.0" icon next to documents/templates

    1 vote

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  9. Adding a note when you transfer a document

    2 votes

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  10. Be able to search documents/templates by tags exactly via the search bar (for example, #bigcontract)

    6 votes

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  11. When you create a document, if you are in a folder, it gets created in said folder.

    4 votes

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  12. A private dashboard of docs that contained financial info so other users cannot see unless invited

    6 votes

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  13. 2 votes

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  14. 2 votes

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  15. 10 votes

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  16. Would like to have the ability to add W-9 and Banking instructions to a completed document.

    19 votes

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  17. Connect PandaDoc Content library with an external repository to pull content from a 3rd party provider.

    2 votes

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  18. 1 vote

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  19. Would like to know how many docs are not signed immediately. Preferably 5 minutes from time sent.

    4 votes

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  20. Eugene likes the ability to see into document analytics and once the document is downloaded, he cannot see status of the document's progress.

    5 votes

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