Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Set the expiration date before sending the document.

    3 votes

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  2. 3 votes

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  3. If you type in that variable that has missing info, it populates back to the contact library. (ie: Contact is missing title, so it doesn't populate. When you manually add in the title on the document, it updates the contact.)

    2 votes

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  4. An option to resize the PDF version of a document before downloading.

    2 votes

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  5. ability to add a rule to change from viewed to completed

    2 votes

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  6. 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.

    3 votes

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  7. Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.

    2 votes

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  8. Add order in which the recipient would be able to act on fields.

    5 votes

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  9. Automatically send the document once it is approved.

    8 votes

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  10. Implement trash bin for deleted documents/templates so that users are able to restore documents/templates on their own

    23 votes

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  11. Filter the PandaDoc Inbox to show only the Unsigned document
    Filter to by "To sign" or "Signed"

    2 votes

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  12. 2 votes

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  13. 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)

    2 votes

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  14. 11 votes

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  15. Recover Deleted Catalogue

    2 votes

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  16. ability to print forms

    2 votes

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  17. Be able to remove doc ref and page number from signature certificate/disable signature certificate

    6 votes

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  18. option to move the documents in the list

    2 votes

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  19. 1 vote

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  20. Ability to pre-assign a recipient for role for all the documents/templates in the workspace.

    1 vote

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