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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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556 results found

  1. Will allow the user to view who signed the document in the reporting feature

    2 votes

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  2. 3 votes

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  3. The ability to add PandaDoc signatures in the attachments.

    3 votes

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  4. An easier way for recipient to see who is a signer or CC'd on a document. Instead of having to hoover over the Bubbles at the top of the document allow there to be a portion on the side of the document to view who is all a signer/CC'd on the document. "Or make it more prominent that everyone copied is listed at the top of the pandaDoc."

    2 votes

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  5. export document data on waiting for signatures into excel

    8 votes

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  6. 2 votes

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  7. 2 votes

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  8. be able to download a report of recipients who haven’t signed or signed the documents

    2 votes

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  9. It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.

    2 votes

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  10. Ability to set a default folder in PandaDoc for documents to be sent to.

    3 votes

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  11. Be able to have the expiration date for only the recipient not the entire document to allow to remain accessible even after expiration.

    5 votes

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  12. To be able to manually change the document status of Approved documents to Declined, Completed, etc

    https://pandadoc.zendesk.com/agent/tickets/521646

    2 votes

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  13. i.e the ability to alphabetize documents while also setting the order for the status column

    2 votes

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  14. Ability to fax PandaDoc.

    2 votes

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  15. Customize reminders that can be set to hours, if they need the recipient to sign the document ASAP.

    7 votes

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  16. We should have the option to save more than one Pipedrive Deal in Pandadoc.

    3 votes

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  17. Be able to add SMS verification to docs created via API.

    17 votes

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  18. I would like to be able to access the document level analytics for the recipients such as last viewed date, quantity of times viewed, time spent, and times downloaded. Most importantly is the last viewed date and quantity of times viewed. I want to be able to pull that information into my CRM and set tasks for follow up, for instance when a document has been viewed 3 times in the last month, it would then be considered a hot opportunity and a task would be autogenerated for a sales person to call.

    2 votes

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  19. Whenever Companies are merged in Hubspot, one of the records is set as Master Record and updated with all information, and all remaining duplicated records are deleted after that.

    In this scenario, all contracts associated with those deleted company records have to be manually reassociated to the remaining and new master company record. If it's one or two, it's fine. The problem is when you duplicate Companies in Bulk, using tools like Insycle, and having to reassociate hundreds of company and contract records manually.

    Insycle outputs a CSV report containing both the Old and New Hubspot ID for each company.…

    3 votes

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

    2 votes

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