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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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823 results found

  1. 2 votes

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  2. "To Sign" document status for all documents within the workspace so you can filter them by this status under My documents

    2 votes

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  3. Sort of like when you open an email: the unopened ones are in bold but after you open them they are not. This would occur on the home screen under the completed tab.

    2 votes

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  4. Manually change document status to Incomplete

    1 vote

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  5. Have the ability to download All Documents from all workspaces, without needing to go into each one separately and download them.

    1 vote

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  6. 9 votes

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  7. Ability to view how a recipient paid inside of a document without having to navigate to the payment gateway's website. This used to be possible but was removed.

    6 votes

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  8. Document addendum:
    When sometime after issuing the contract, the client decides to make changes to the existing contract, have an option to create an Addendum directly linked to it.

    3 votes

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  9. Ability to view the IP address for Viewers

    2 votes

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  10. Keep/ do not delete the signature certificate when a completed document is edited

    2 votes

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  11. Ability to move documents to another contact in PandaDoc Contacts

    2 votes

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  12. Notification based on dropdown selection. If selected yes, the sender gets a notification

    2 votes

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  13. Ability to share a document link with non-recipients

    6 votes

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  14. At the moment, we can only add tags while on the document list. It would be great if it worked while viewing the document too.

    2 votes

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

    4 votes

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  16. The issue is that your system sends a separate email to each recipient using the "To" field instead of 1 email to all recipients.  In your app, I chose my email address as a "CC".  In any email system, there is a "To" field and a "CC" field.  What I was asking for is to send 1 email with all of the signers in the "To" field and my address in the "CC" field of the same email.

    7 votes

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  17. The ability to configure signatures only after the recipients have viewed an entire video that is placed on a document.

    2 votes

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  18. Manually change the document status from completed to approved

    2 votes

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  19. Be able to run a report that shows the median Total Time Spent by Template. right now we just have "sent to completed" which could be days, but we want to get a closer number about "how long did it take for them to fill out this bundle". It seems like the "Total Time Spent" analytics on a particular document is on an individual document level, but not reflected in the Reporting section

    1 vote

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  20. We tried putting a negative number in our cancellation document but it does not reflect a negative amount in the revenue reporting.

    7 votes

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