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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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  1. 2 votes

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  2. Document menu:
    View and make attachments + uploaded documents (wet signature) clickable from the document menu.

    2 votes

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  3. 2 votes

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  4. 2 votes

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  5. Is there a way to have a box for customer to click and it auto imports their IP address?

    2 votes

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  6. 2 votes

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  7. The column is something our sales team would fill out before sending to our client and they would hide the column as well so the client would never see it. I need this column to be selected from a drop down when our sales team is drafting the document before they send it out to be signed, do you think that's possible?

    2 votes

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  8. How many documents were created by week - get a report of this.

    2 votes

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  9. Would like a report to identify recipients by document status

    2 votes

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  10. 2 votes

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  11. It would be nice to have a purchase order tracker - something that we can use to input a purchase order number and amount and then every time we sent a quote it will reduce that amount from the purchase order

    2 votes

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  12. is there a feature whereby all the CC emails I add to the PandaDoc document .. to have validation that they MUST view the document at least once before making the document "Completed"?

    2 votes

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  13. Adding a note when you transfer a document

    2 votes

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  14. 2 votes

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  15. 2 votes

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

    2 votes

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

    2 votes

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  18. 2 votes

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  19. 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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  20. 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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