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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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  2. 3 votes

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  3. 3 votes

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  4. Mass duplicate documents. Checkboxes dont work for this user

    3 votes

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  5. 3 votes

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  6. Ability to view the IP address for Viewers

    2 votes

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  7. Metrics: user adoption: usage performance including license type, team, and workspace
    Identify behaviors by user, team, and workspace to address with team leads/managers.

    2 votes

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  8. Keep/ do not delete the signature certificate when a completed document is edited

    2 votes

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  9. Notification based on dropdown selection. If selected yes, the sender gets a notification

    2 votes

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  10. The ability to generate a document link after being approved rather than automatically being sent via email.

    2 votes

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  11. The ability to configure signatures only after the recipients have viewed an entire video that is placed on a document.

    2 votes

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  12. manually change the document status from completed to approved

    2 votes

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  13. When trying to download reports or make a custom report, it is very troublesome when you try to filter and have to click each individual select button so that the contract can be input into that report - my solution is if you can add a "Select all" feature? Similar to the select all feature when on the document home page - it allows you to search up a keyword and bulk select . This will be very useful. Thank you again! Screenshot inserted below.

    2 votes

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  14. Automatically add the name, signature, and the date of signing when the document is sent.

    2 votes

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  15. 2 votes

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  16. Year over Year data on trending W.I.S.E. metrics (reporting and QBR data)
    As an account owner with a volume based plan, it's important to identify year over year trends all around. Workspace trends, user trends, template performance trends, and identify high vs. low season. The QBRs are helpful but not sufficient to narrow down data and identify frequency of usage year over year. There's 1 graph but that's not enough.

    2 votes

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  17. if a document was signed by the client outside PD and manually uploaded, it does not download that copy. Is there a setting in the download screen that we can trigger to include the signed copies under audit trail?

    2 votes

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  18. Require recipients to complete document attachments

    2 votes

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  19. The ability to download a list with all current documents in the workspace including their links instead of going into them individually.

    2 votes

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  20. Ability to move documents to another contact in PandaDoc Contacts

    2 votes

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