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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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695 results found

  1. Be able to sort by a specific year or month.

    2 votes

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  2. Option to export the list of expiring soon documents

    2 votes

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  3. 2 votes

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  4. 2 votes

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  5. Please fix in the document view the status section so that it is truly ascending or descending. If I have ascending selected, "Completed" still shows up below "sent".

    2 votes

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  6. It would be great if there was an option to download a pdf without the verified signatures. It's causing my adobe acrobat to time out and have a conniption. I think it would also be a smaller file, so I could attach it in my practice management software.

    2 votes

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  7. Allow for Date range validations, including start and/or end dates, that include any/past/present days, as well as variable references and common date macros (such as +1D)

    2 votes

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  8. Client would like recipients to sign document prior to viewing document as a form of receipt of received document.

    A legal way of gaining their acknowledgment of receipt

    2 votes

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  9. make signature darker

    2 votes

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  10. Be able to find documents that once belonged to a user that has been removed from the Workspace. This would make is easy to find and transfer ownership of documents that no longer have an owner.

    2 votes

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  11. Transfer data will also include other document contents

    2 votes

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  12. It's good when your workspace is neat and there are no unnecessary documents cluttering it up, so being able to delete a document, when I am the recipient, is essential

    2 votes

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  13. Option to have a dashboard tile for document with new comments (separate resolved view and the view with unresolved comments)

    2 votes

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  14. My suggestion was that if we agree that viewed 1 time for 1 sec indicates antivirus email filter rather than a person, then maybe the expected behavior is that it should be excluded from the view count OR flagged in some way with a warning that it may not have been really viewed.

    2 votes

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  15. 2 votes

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  16. Ability to generate a report on the time when the document was signed

    2 votes

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  17. option for the recipient to save their signed document (created by another user from other PandaDoc account ) to their own PandaDoc account.

    2 votes

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  18. Its not necessarily a rate changes only that we need to change but rather the documents themselves usually have multiple updates each season. For instance we have a template that has about 4 pages: A Customer Information Form, a Payment Policy Notification, a Winter Storage Contract, and Winter Storage Terms & Conditions. Each season, there will be multiple minor adjustments made to each of those pages, whether it be rate changes, edits in the text, and format changes etc. I need the ability to change the source files of those pages in that template with our updated documents.

    With DocuSign,…

    2 votes

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  19. Download completed document in docx format

    2 votes

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  20. Be able to use the customize button for the Document Values within Reports

    2 votes

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