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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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736 results found

  1. The ability to download a list with all current documents in the workspace including their links instead of going into them individually.

    2 votes

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  2. Ability to not have the status change from viewed to Sent when people that are CC'ed open and view the document. Have the document change status from Sent to Viewed only when the Signer has opened and viewed the document.

    1 vote

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  3. 3 votes

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  4. Have the ability to use the Payments to mark documents as paid if they were created before 01/24/2024

    1 vote

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  5. 1 vote

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  6. 1 vote

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  7. We are trying to review the comments and suggestions on a completed document in order to improve our templates and processes. We can see the history of comments, but they are separate from the document so we don't know where those comments were made. I know we can restore previous versions of a document, but we don't want to create a duplicate for every document when reviewing. Is there any way to see the history of comments/suggestions after a document is completed?

    1 vote

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  8. Client do not want to be able to send their documents to anyone at a domain ***.net since they are fraudulent

    2 votes

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  9. 1 vote

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  10. Is there anyway to automate an upload of a signed contract PDF automatically into the Monday CRM?

    That would save us so much time of data backup!!

    2 votes

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  11. To have an option where each of the further added documents to an already created document will have a new sequence number

    1 vote

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  12. 1 vote

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  13. 1 vote

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  14. The ability to move/arrange the folder placement within PandaDoc.

    2 votes

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  15. Ability to add metadata to documents created from templates using the PandaDoc editor.

    1 vote

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  16. 1 vote

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  17. API document by status - drilldown to identify the document for follow up
    API document analytics
    Report to be auto- emailed as a flag (set time to email the report - daily, weekly, monthly)
    example: how many documents are opened but not complete
    example: data on time it's been open and not signed/completed.
    have drilldown into the document to follow up with the recipient to move the document to complete

    1 vote

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  18. Option to find the document and filter by its value, for example, find all contracts from this year that are $30k or over.

    3 votes

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  19. For a report to be available in the dashboard showing below
    1. Failed Sent Documents by Workspace and User
    2. Summary of failed documents on a daily, weekly, and monthly basis
    3. Show senders error messages of why the documents Failed

    This will help the Admin to ensure that all sent documents are received by the respective recipients allowing the Admin to send reminders to the sender of the document or have the Admin re-send the document

    2 votes

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

    4 votes

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