Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. transfer ownership of a completed document to a 3rd party

    1 vote

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  2. it would be nice to be able to hold shift and select multiple documents at once

    1 vote

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  3. 1 vote

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  4. To get more specific document search filters including date brackets.

    1 vote

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  5. Specifically designate when a document is completed by 1 signer but not the other(s) - currently both show in "viewed status"

    1 vote

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  6. Ability to set up a default dashboard view for your own documents so you will not need to select yourself from the dropdown each time you want to check your docs created (for admins/managers)

    1 vote

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  7. Ability to download documents without signature certificate

    1 vote

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  8. 1 vote

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  9. Would like the ability to lockdown end users from being able to clone completed documents. (Improve best practices)

    1 vote

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  10. filter documents by status, so that you could see only the chosen status

    1 vote

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  11. 1 vote

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  12. For verification purposes, we might need to make sure that the documents are legit. so it is beneficial if, every document signed, have its own unique QRCode, that when scanned will redirect to the documents page.

    1 vote

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  13. 1 vote

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  14. 1 vote

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  15. 1 vote

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  16. 1 vote

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  17. Create and track tasks for specific documents in-app

    1 vote

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  18. 2 votes

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  19. 1 vote

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  20. Yup. In that image, those are "sections", which are really just like, a folder of a couple pages in the document (about Proposify https://v2uploads.zopim.io/4/Y/j/4Yj1tUnZnoy4dvMfWSAnoiW5JtwMykBJ/b38ebd1fe221904d2521703006b03e723f6c1519.png). BUT, as a SMALL step, I think having a page name show instead of "CONTENT" would be better.

    2 votes

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