Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. The option to see audit trail of users and the changes they make to a document, such as:

    Signing Order
    Text edits
    Field tokens added
    Items added from the content library

    8 votes

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  2. ability to make images as dynamic field or as a variable

    8 votes

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  3. 8 votes

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  4. Would like to set permissions (create inside, move, delete) for individual folders (including root folder).

    7 votes

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  5. Be able to remove doc ref and page number from signature certificate/disable signature certificate

    7 votes

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  6. Auto Place fields even without field tags.

    7 votes

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  7. It will be very useful to have the ability to list all the documents which require only the document's owner signature to become completed. I think the best way to implement this functionality is to add a new document status - (WOFYS or whatever the best name will be) - Waiting only for your signature . For example, a document has 2 recipients - document's owner and a client. After the document has been sent, viewed and signed by the client - it should transfer to WOFYS status, but not stay in the Viewed like it is now ( 13…

    7 votes

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  8. 7 votes

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  9. 7 votes

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  10. Placeholder for checkbox field.

    7 votes

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  11. 7 votes

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  12. Option to download private message /chat on a document.

    6 votes

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  13. Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document

    6 votes

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  14. Ability to add a specific expiration date for several documents at the same time

    6 votes

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  15. have native CPQ functionality within PandaDoc

    6 votes

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  16. Ability to create new status tiles for document management.

    6 votes

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  17. 6 votes

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  18. Ability to adjust the expiration warning in PandaDoc. Right now, you can only choose to warn signers one day before expiration.

    6 votes

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  19. 6 votes

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  20. The document certificate shows the time as UTC. That is making it difficult for some of the staff. Would be nice if it showed the time as 3:45:46 PM EST instead of the Military UTC time

    5 votes

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