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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. report that shows who in PandaDoc Contacts had already received quotes

    2 votes

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  3. To show the company name in the report as we have some signers signing for multiple brands

    1 vote

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  4. 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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  5. 1 vote

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  6. Have the ability to add in SMS verification to bulk send

    5 votes

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  7. 1 vote

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  8. 1 vote

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

    1 vote

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  10. 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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  11. Ability to view the IP address for Viewers

    2 votes

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  12. 1 vote

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  13. The option to send the documents from two or more email addresses with one user profile.

    7 votes

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  14. Keep/ do not delete the signature certificate when a completed document is edited

    2 votes

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  15. 1 vote

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  16. 1 vote

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  17. Notification based on dropdown selection. If selected yes, the sender gets a notification

    2 votes

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  18. 1 vote

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  19. At the moment, we can only add tags while on the document list. It would be great if it worked while viewing the document too.

    1 vote

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  20. Option to send an SMS (text) reminder if a recipient's phone number has been changed. For example, if the reminder failed to send because the phone number was entered incorrectly, you need to wait 24 hours to change the phone number and send the reminder again, even if the first reminder didn't go through.

    1 vote

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