Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Ability to override or skip someone in the signing order (incase they are no longer apart of the process or necessary to complete the document)

    1 vote

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  2. 1 vote

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  3. Allow a small period of time between converting a completed document into a draft before requiring the user to send the document again. Basically, allowing them to change the status back to 'Sent' without the customer having to be notified.

    1 vote

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  4. 1 vote

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  5. the chat needs to have date and time, to track developments on a sheet for EV1

    1 vote

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  6. 1 vote

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  7. 1 vote

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  8. 1 vote

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  9. Search in app for doucment or template via the ID

    1 vote

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  10. Have an ability for links to contain information about our company and the recipient company istead of the random numbers.
    Don't send the document to sent status once the link is generated

    1 vote

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  11. Separate column where tags are listed when viewing documents in the list view.

    1 vote

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  12. track down which fields have been filled out by the recipient.

    1 vote

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  13. Track when redlining is toggled on or off in document analytics

    1 vote

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  14. Customer is suggesting PD to support their video editing website on our video block. An example link to their website is provided below : https://video.ordrestyring.dk/secret/63232689/073ccddc787ef4fc0f743025ec2f565e

    1 vote

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  15. Martin would like to be able to search in the global search tool by company and find which and how many documents have been sent to that organization. Perhaps this could be a part of advanced reporting.

    1 vote

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  16. 1 vote

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  17. reset password on protected documents

    1 vote

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  18. At the moment when you add a recipient to the document which is not in a draft status, it is automatically sent to the added recipient without any confirmation. It would be great to implement this confirmation.

    1 vote

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  19. 1 vote

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  20. track the link once added to document

    1 vote

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