Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    10 votes

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  2. 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

    10 votes

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  3. 10 votes

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  4. 10 votes

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  5. Be able to put Tokens in Fields. For example, we may need the client to enter their company name in a Field but we also use it as a Token. It would be good to have the Token pre-populate the Fields (we pull with Zapier).

    9 votes

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  6. have native CPQ functionality within PandaDoc

    9 votes

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  7. The option to search documents in the document list by text inside them. In this case, Documents were created via uploading a PDF

    9 votes

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

    9 votes

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  9. 9 votes

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  10. Add order in which the recipient would be able to act on fields.

    8 votes

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

    8 votes

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  12. to be able to send the document even with unassigned fields.

    8 votes

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  13. Auto Place fields even without field tags.

    8 votes

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  14. Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.

    8 votes

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  15. At the moment when a document is copied to another workspace, the copy has the "Draft" status and loses its filled in fields (signatures, dates, text files, etc.) & analytics & link to CRM. The feature request is to implement an ability to transfer a document to another worspace without losing the document's filled in fields (signatures, dates, text files, etc.) & analytics & link to CRM

    8 votes

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  16. Option to sort the documents by completed date and time.

    8 votes

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  17. 8 votes

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  18. 8 votes

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  19. Search documents from the dashboard

    8 votes

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

    8 votes

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