Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Hello! I want to start off by saying that I love PandaDoc so far and have enjoyed using it! The only thing that I think would be really cool to see would be some extra layer of security added to documents sent for eSignature via link. I send multiple documents to clients for eSignature and it would be nice to add a layer of security so that the link can only be signed by the intended signer. If we were able to add MFA then that would be a perfect solution. But I also think maybe adding a 4 digit…

    1 vote

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  3. add other columns to the Documents tab view

    1 vote

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  4. change document status from approved to completed

    1 vote

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  5. The option to change time zone for signature certificate.

    52 votes

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  6. I need to be able to download PDFs with the pictures, that my client has kindly uploaded, visible. Currently when I download a PDF all I see is links or names of the files instead of the actual photos.

    1 vote

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  7. Give option to export list of all Documents status.

    2 votes

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  8. 1 vote

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  9. 1 vote

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  10. Turn off "2.0" icon next to documents/templates

    1 vote

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  11. Adding a note when you transfer a document

    1 vote

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  12. Be able to search documents/templates by tags exactly via the search bar (for example, #bigcontract)

    1 vote

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  13. There are times when Declined or Expired are not the correct status when voiding a contract. There should be an option to accurately change the status to Cancelled, and all recipients should be notified when this happens.

    4 votes

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

    2 votes

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  15. Please have an option to change the document completion screen. Make it customizable specifically to language and page content/message

    4 votes

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  16. 1 vote

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  17. 1 vote

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  18. 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…

    2 votes

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  19. 1 vote

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  20. 68 votes

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