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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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  1. 3 votes

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  2. From the documents list or even the viewed the ability to decline the document for the client. Sometimes they phone or email us directly back, not declining in Pandadoc. So they are getting reminders and our statistics are wrong.
    Why is it only the client can decline?

    3 votes

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  3. For recipient - Ability to view all documents in one place.

    1 vote

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  4. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. It will be very useful if user will be able to filter logs by custom date interval on the Developer Dashboard

    4 votes

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    0 comments  ·  API  ·  Admin →
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  6. The option to add a note next to the payment amount seen by recipients for documents that have payments enabled but not for the full amount (downpayment, partial, etc.)

    -This confuses a signer who scrolls past pages, not seeing the full amount of a deal on the table.

    6 votes

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  7. 6 votes

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  8. if an approver doesn't approve a document in a certain amount of time they get an email reminder

    22 votes

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    1 comment  ·  Approvals  ·  Admin →
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  9. Use images in saved messages

    8 votes

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  10. 1 vote

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  11. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  12. Smart content: A blank page is added when CLI with multiple, uploaded pages is used. It is preferred that the blank page does NOT appear when using smart content.

    5 votes

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  13. automated escalation process for the approval of documents

    i.e. if the document is not approved in 24h, send the document to another approver

    4 votes

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    1 comment  ·  Approvals  ·  Admin →
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  14. Option to disable the Redlining Notification.

    • will allow users to disable redlining notification
    5 votes

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

    3 votes

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  16. collaborators can see the attached files with the permission to view and comment the document

    2 votes

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  17. When editing the document as the collaborator we can see it in presentation mode. But when sending it to the recipient it is not viewing on full screen.
    How can we change the standard viewing settings for the recipient?

    3 votes

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  18. 1 vote

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  19. 1 vote

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    0 comments  ·  API  ·  Admin →
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  20. The URL of a opened FORM should reload if given to someone else in a different device to prevent breach of informaiton

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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