Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    8 votes

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  2. Document has been signed up to the degree that the author needed (e.g, movement, petitions, etc.) and needs a signature certificate generated.

    8 votes

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  3. 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…

    8 votes

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  4. 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)

    8 votes

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  5. Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.

    8 votes

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  6. 8 votes

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  7. Ability to search within the document

    8 votes

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  8. Currently, transferring ownership of documents held within folders produces a new folder.

    If two documents are transferred that are both within separate folders, then both produce their own folders. I'm submitting this request to call for better behavior with this-- either no folders being generated, or only one per user. i.e. if I transfer two documents within two folders that are owned by the same user, only one folder is generated with the title "Transferred from ____".

    7 votes

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  9. Ability to pre-assign a recipient for role for all the documents/templates in the workspace.

    7 votes

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  10. ability to access uploaded file by the signer in a completed document

    7 votes

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  11. a storage for completed documents without making it as a draft

    7 votes

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  12. Allow Search cross workspaces for documents

    7 votes

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  13. Transfer the word document's redlining to PandaDoc after the document is created via the upload of the word file

    7 votes

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  14. Right now, I have to add initials on a document manually on every page which costs me so much time for contracts that are 30+ pages long.

    7 votes

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  15. In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.

    7 votes

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  16. A panel where customers can see which documents were deleted, and by whom and when.

    6 votes

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  17. Ability to download documents without signature certificate

    6 votes

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  18. 6 votes

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  19. When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.

    6 votes

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  20. add photo in the signature certificate

    6 votes

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