Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    8 votes

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

    8 votes

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  3. Hide some pages from one of the signers

    8 votes

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  4. 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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  5. Option to sort the documents by completed date and time.

    8 votes

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  6. Documents created from a template automatically move to a specific folder once created/sent

    8 votes

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  7. Search documents from the dashboard

    8 votes

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  8. Placeholder for checkbox field.

    8 votes

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  9. Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.

    7 votes

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  10. 7 votes

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

    7 votes

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  12. Set the expiration date before sending the document.

    7 votes

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  13. Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.

    7 votes

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  14. Add change status option in Document Status Tile view

    7 votes

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

    7 votes

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  16. 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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  17. 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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  18. 7 votes

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  19. 7 votes

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  20. Save and Doesn't save buttons for templates and documents.

    7 votes

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