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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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738 results found

  1. DocuSign offers electronic seals to certify the integrity and origin of documents. For example, a company may apply an electronic seal on a contract before sending it out for signature.

    5 votes

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  2. filter Activity Data by Template Type

    3 votes

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  3. 1 vote

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  4. A feature to track the users who have downloaded the files in the workspace

    5 votes

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  5. Electronic vaulting of completed contracts--required by banks--our Electron Signature offering is not sufficient enough for the bank

    7 votes

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  6. Ability to pre-assign a recipient for role for all the documents/templates in the workspace.

    10 votes

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  7. Ability to allow users to attach files even when the document has been sent.

    10 votes

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  8. Need to have a simple ‘manual complete’ the document feature, similar to 1.0 On 2.0 you have to be on the main company list of docs, find yours and then click on the 3 dots, then manually complete, download and then upload back into zoho. Too many steps that slow down the process. Should be easy, click manual complete, insert PO# and/or brief statement, and should automatically go into zoho. (similar to 1.0)

    This is especially true if a client doesn’t complete the document using the online signature. It take more steps to complete manually on 2.0 than on 1.0…

    5 votes

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  9. expiration starts once the signer opened the document

    2 votes

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  10. ability to access uploaded file by the signer in a completed document

    9 votes

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  11. An option to resize the PDF version of a document before downloading.

    4 votes

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  12. ability to add a rule to change from viewed to completed

    3 votes

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  13. a storage for completed documents without making it as a draft

    11 votes

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  14. 2 votes

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  15. 1 vote

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  16. Customize or add columns that show under the documents list, (e.g. if you'd like to see the cost, margin in the documents list)

    5 votes

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  17. Validation stamp with each signature - a unique identifier with date, time, and some other geo stamp that would display next to each signature.

    35 votes

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  18. 4 votes

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  19. Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.

    18 votes

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  20. Export a list of paid documents with the name, amount and date it was paid.

    4 votes

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