Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 4 votes

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  2. Assign specific dates from which the recipients may sign the document

    4 votes

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  3. import fields from one template (uploaded pdf) to another. Like a content block that you can save in Content library. Ability to import the field to another template

    4 votes

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  4. Customers have a lot of people working on the document before it gets sent out and it would be great if there was some way to send reminders to those users who are working on the document.

    4 votes

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  5. Filter documents according to type such as proposals, invoices etc. Create a customize way of filtering documents.

    4 votes

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  6. Save several signatures under one profile.

    4 votes

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  7. 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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  8. Separate Approved from To Be Approved within Dashboard- It's misleading, because it says "For approval" on the Dashboard and in the filters on the Documents screen. Docs pending approval are more important than docs that are already approved as far as setting priorities.

    4 votes

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  9. email reminder notification to my customers at least 30 days or so prior to their contract renewal date.

    4 votes

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  10. 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)

    4 votes

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  11. 4 votes

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  12. Route CRM generated documents into PandaDoc folders

    4 votes

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  13. 4 votes

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  14. 4 votes

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  15. Is there any way that if the other partner prints, signs and e-mails a PDF copy i store it as well? Is there an option to upload the pdf at that point I change the status to completed manually?

    4 votes

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  16. 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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  17. I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document

    Request was added for Mobile app, but could be a common request.

    4 votes

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  18. 4 votes

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  19. 4 votes

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  20. Select and edit several documents at once.

    4 votes

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