Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. User want to see analytics such as time to close for the Templates to make the KPIs report by Template, and see how they perform.

    1 vote

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  2. expiration starts once the signer opened the document

    1 vote

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  3. Add tags on forms

    1 vote

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  4. ability to access uploaded file by the signer in a completed document

    1 vote

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

    2 votes

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

    2 votes

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  7. Dashboard information for Recipient/Approvers should be changed to full name instead of Initials

    1 vote

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  8. 1 vote

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  9. Customer would like there to be a way to easily send over uploaded files to Google Drive. (uploaded files from Completed Docs added via Collect Files Field)

    1 vote

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  10. a storage for completed documents without making it as a draft

    1 vote

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  11. 1 vote

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  12. 1 vote

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  13. 1 vote

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  14. Customize or add columns that show under the documents list, (e.g. if you'd like to see the cost, margin in the documents list)

    1 vote

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  15. In custom role settings add setting to disable the view of validation (masked) fields for the user.

    1 vote

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  16. Validation stamp with each signature - a unique identifier with date, time, and some other geo stamp that would display next to each signature.

    1 vote

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  17. 1 vote

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  18. 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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  19. In the assign people to roles screen and choose to Add new contact > click Show more field, the Job title field is not included. Client will have to go to PD contacts tab to add this details for the variable to work.

    1 vote

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    • Is it possible to show green on the page that is showing on the main screen.

    • move the green off the previous thumbnail and put it on the next.

    1 vote

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