Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    5 votes

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  2. Ability to send "Document Approved" notification to more than just the document creator.

    5 votes

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

    5 votes

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  4. Should be possible to add conditional statements into a template? For example, if a variable equals something, include a certain line of text.

    4 votes

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  5. 4 votes

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  6. Would like to know how many docs are not signed immediately. Preferably 5 minutes from time sent.

    4 votes

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  7. 4 votes

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  8. add photo in the signature certificate

    4 votes

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

    4 votes

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

    4 votes

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  11. For example, be able to see only the documents, created within last 3 month (dashboard doesn't provide this ability. For example, today is April 6. If a document was created on March 27 but viewed on 5 April, it will be shown in the dashboard "1 week", despite the fact it was actually created earlier)

    4 votes

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  12. Please have an option to change the document completion screen. Make it customizable specifically to language and page content/message

    4 votes

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  13. Download a CSV of form responses where columns are named according to the placehorders of fields/having an option to set up the column name reflecting field data

    4 votes

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  14. There are times when Declined or Expired are not the correct status when voiding a contract. There should be an option to accurately change the status to Cancelled, and all recipients should be notified when this happens.

    4 votes

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  15. Client would like a document portal where their customers can log on and see all documents they need to sign/action, as well as upload their own documents.

    4 votes

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  16. Ability to customize the columns shown in doc/temp/catalog list view

    4 votes

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  17. More important than view would be a status for a document that has been signed by at least one person, but not complete. This would allow the sales team to know their customer has signed the document, but it's now waiting on internal management to sign-off. Right now our salesforce opportunity has to wait for management to sign before I can update the status of the opp, but this sometimes gets lost in their inbox.

    4 votes

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

    4 votes

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  19. Import to Editor tool to convert Google Docs or Word Online files into editable PandaDoc documents and templates.

    4 votes

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  20. 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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