Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Set the expiration date before sending the document.

    4 votes

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  2. Having an option to automatically notify specific e-mail once the document is completed (the email may not be on the list of recipients)

    4 votes

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  3. can add a link to template or document and make it mandatory to click before completing the document.

    4 votes

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  4. An option to save custom variables / tokens to be used across templates.

    4 votes

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  5. Increase file upload size limit

    4 votes

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  6. Save several signatures under one profile.

    4 votes

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  7. 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.

    4 votes

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  8. Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.

    Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.

    4 votes

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  9. Self-sign case - it takes 3 clicks today to fill in an initial or esignature. my client wants to be able to complete this in a 1 click process. in the pandadoc settings, the system should auto remember the selected initial or signature. the behavior he would like would be to click the field and the initial or signature pre populates like Docusign.

    Now if in the inbox, once document is completes - it is roughly a 20-30 second process to go back and load the next document. he wants the next document to appear on the screen, to help…

    4 votes

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  10. 4 votes

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  11. Route CRM generated documents into PandaDoc folders

    4 votes

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  12. 4 votes

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  13. the info that the client fills in into the fields on the first page to be populated into the tokens on the rest of the pages in the contract aka associate the field value with thу tokens and update the tokens in real-time based on the value in these fields

    4 votes

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

    4 votes

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  15. 4 votes

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  16. Select and edit several documents at once.

    4 votes

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  17. 3 votes

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  18. Validation stamp with each signature - a unique identifier with date, time, and some other geo stamp that would display next to each signature.

    3 votes

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  19. Filter the PandaDoc Inbox to show only the Unsigned document
    Filter to by "To sign" or "Signed"

    3 votes

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  20. 3 votes

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