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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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  1. 2 votes

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  2. 10 votes

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

    20 votes

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

    2 votes

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  5. 1 vote

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

    4 votes

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

    6 votes

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  8. every email open means someone is thinking about their quote
    so it would be an awesome feature

    1 vote

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  9. Signature Fraud warning - if multiple signing on the document and all signature come from the same IP address prompt the admin that a signature might be invalid and not signed by the right people.

    1 vote

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  10. Allow the user to create a shortcut or link where all completed documents can be accessed across workspaces by team members.

    6 votes

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  11. it would be nice to be able to hold shift and select multiple documents at once

    2 votes

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  12. 2 votes

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  13. Specifically designate when a document is completed by 1 signer but not the other(s) - currently both show in "viewed status"

    2 votes

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  14. Would like the ability to lockdown end users from being able to clone completed documents. (Improve best practices)

    1 vote

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  15. 3 votes

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  16. For verification purposes, we might need to make sure that the documents are legit. so it is beneficial if, every document signed, have its own unique QRCode, that when scanned will redirect to the documents page.

    2 votes

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  17. 1 vote

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  18. 1 vote

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  19. 6 votes

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  20. Create and track tasks for specific documents in-app

    3 votes

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