Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    7 votes

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  2. A menu where you can change the status in the document, instead of going to the document view.

    6 votes

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  3. add photo in the signature certificate

    6 votes

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  4. Allow to set waiting for payment and paid Doc statuses outside of payment integrations

    6 votes

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  5. 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

    6 votes

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  6. option to send completed documents to a specific email address automatically

    6 votes

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  7. save document location on per template basis - i.e. if create document from NDA template that's in NDA folder, want PD to recognize that it should save in NDA doc folder

    6 votes

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  8. 6 votes

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

    6 votes

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  10. 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.

    6 votes

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  11. Duplicate document from inside of it (at the moment 9 September 2020 it;'s possible only via the "Documents" tab)

    6 votes

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  12. 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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  13. Display uploaded files in the PDF ev1

    6 votes

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  14. 6 votes

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  15. The option to implement auto-reminders to all the templates and documents created before the option is enabled.

    6 votes

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  16. 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.

    5 votes

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  17. Ability to allow users to attach files even when the document has been sent.

    5 votes

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

    5 votes

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  19. It would be great to have a search function to make finding documents in the 'inbox' easier

    5 votes

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  20. Ability to pull tokens from both Deal and Contant records simultaneously

    5 votes

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