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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 5 votes

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  2. I know I am able to alter who the document appears to be sent from, but can I have this be set to someone automatically?

    5 votes

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  3. Ability to set conditions to bundle documents

    5 votes

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  4. Would like metrics tracking contract negotiations data. Reps using, edits, etc.

    5 votes

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  5. Eugene likes the ability to see into document analytics and once the document is downloaded, he cannot see status of the document's progress.

    5 votes

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  6. DocuSign offers electronic seals to certify the integrity and origin of documents. For example, a company may apply an electronic seal on a contract before sending it out for signature.

    5 votes

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  7. A feature to track the users who have downloaded the files in the workspace

    5 votes

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  8. Need to have a simple ‘manual complete’ the document feature, similar to 1.0 On 2.0 you have to be on the main company list of docs, find yours and then click on the 3 dots, then manually complete, download and then upload back into zoho. Too many steps that slow down the process. Should be easy, click manual complete, insert PO# and/or brief statement, and should automatically go into zoho. (similar to 1.0)

    This is especially true if a client doesn’t complete the document using the online signature. It take more steps to complete manually on 2.0 than on 1.0…

    5 votes

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  9. When needing to search for a specific document the search result options cover them, if you hit ESC or the "x" to dismiss the search results it clears the entire search. The drop down with the search results needs to dissappear after you click on "view all results" otherwise it makes seaching very frusterating and not helpful at all in finding documents.

    5 votes

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  10. Submitted forms thru Template embedding to go to a specific folder.

    5 votes

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  11. After a recipient clicks Other actions -> Forward, be able to input not only the email of the new recipient, but also their name and surname. This should automatically populate the recipient's name & surname in Recipients (at the moment after the document is forwarded, in Recipients the email of the new recipient is used instead of their name & surname) and in signature sertificate (it's possible to do it manually, while filling in the singature via "Type" option, but still)

    5 votes

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  12. Re-generate links in case you've provided recipients with the wrong one without having to edit the document

    5 votes

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  13. 5 votes

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  14. 5 votes

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  15. 5 votes

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  16. wants the ability to search document by using recipient's/contact's email address. In Contact's section, you can only view

    5 votes

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  17. Change document status to "In Process" after one of multiple recipients has signed.

    4 votes

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  18. Delete documents from inbox without deleting the document from the account

    4 votes

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  19. Ability to choose which recipients on the document receive the signature certificate.

    4 votes

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  20. download a CSV file to see the documents that are in Sent status but haven’t been signed and the email to which has been sent

    4 votes

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