Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Should be more system variables
    - variable for the date when the document was signed/sent
    - variable for the date when the document was saved last time (use-case that would be useful because currenty I am using Document Created Date and sometimes it takes me weeks to create a proposal. Then I send it to the client and it has a weeks old date. I would rather display the date I saved the doc)

    2 votes

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  2. 1 vote

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  3. 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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  4. add other columns to the Documents tab view

    1 vote

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  5. change document status from approved to completed

    1 vote

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  6. 1 vote

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  7. 1 vote

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

    1 vote

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  9. Adding a note when you transfer a document

    1 vote

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

    1 vote

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  11. When you create a document, if you are in a folder, it gets created in said folder.

    2 votes

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  12. A private dashboard of docs that contained financial info so other users cannot see unless invited

    1 vote

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  13. 1 vote

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  14. 1 vote

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  15. 1 vote

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  16. 4 votes

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  17. Connect PandaDoc Content library with an external repository to pull content from a 3rd party provider.

    2 votes

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  18. 1 vote

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  19. Should be ability to reduce docs size, as now while exporting pdfs you see quite large file sizes e.g 5mb. (for 2 pages doc)

    1 vote

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  20. A place where all workspace dashboards are available to view collaboratively

    1 vote

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