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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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279 results found

  1. Requesting an email notification for document senders that mirrors the one that recipients receive, when documents are close to expiring and when they do expire.

    55 votes

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  2. Would love the ability for the Fillable DATE field to also reflect timestamp (hour,seconds in UPT) of when it was signed. We are getting pushback on binding contracts because we don't have this timestamp on signature/date sections. I understand the full timestamp is on the cert (date AND time), but we need it to reflect where the date and signatures are within the doc. This could be an added setting in Workspace Settings > Default Date Format, that just adds an option for toggling on/off the addition of the timestamp

    9 votes

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  3. We would like to see the number of downloaded documents on our dashboard for our statistics so that we know which documents have been downloaded and which not.

    4 votes

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  4. 3 votes

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  5. Have a role for the recipient to be setup as the Approver. This way we will be able to send the document to an approver on the recipient side, and then allow the approver to forward the document to a different recipient who can sign on behalf of the recipient.

    7 votes

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  6. Would like a tab that has a brief overview of everything going on in the account. Similar to the old dashboard view.

    3 votes

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  7. Ability to adjust table row height

    9 votes

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  8. customize the email notification message sent to the recipients that the document is waiting for payment. Currently, the default message is " " document has been signed and is now awaiting payment"

    2 votes

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  9. Would like to copy the workspaces and templates to another franchise.
    ex. Workspaces: Operations, Sales, HR, Confidentiality, Franchising, Quality Control & Training
    Templates: Operations templates, sales templates, hr templates, confidentiality templates, Franchising templates, quality control & training templates

    This could be scaled for enterprise accounts as they roll out to franchises and partners.

    2 votes

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  10. 2 votes

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  11. invite new users without using a license

    2 votes

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  12. The ability to use a different email per workspace within an account.

    3 votes

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  13. Option to switch off "Collaborator requests access" notification for Admin users.

    2 votes

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  14. Mandate recipient passcode verification so that we don't have to tick this setting everytime we create a document. "I have this ticked in the workspace settings. But when a document is created, we still need to go in and tick this setting. "

    3 votes

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  15. When inviting new members to a Workspace, an administrator may wish to limit the invitation to a specific period of time/days, so if the invite is never accepted, it would automatically expire and be removed as a pending invite in PandaDoc.

    2 votes

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  16. Show full description on why a credit card has been declined when paying for PandaDoc subscription instead of just showing failed

    1 vote

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  17. Remove the owner from being copied on every notification for all licenses

    3 votes

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  18. 1 vote

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  19. Having the option to disable to upload file option within the PandaDoc editor
    for end-users to not be able to add new documents

    1 vote

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  20. Bringing back the value to the Home Tabs

    1 vote

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