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Ideas to Improve PandaDoc: Documents & Data Management

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Audit Trail - add more events

The option to see audit trail of users and the changes they make to a document, such as:

Signing Order
Text edits
Field tokens added
Items added from the content library

27 votes

AdminYana Martynenko (Admin, PandaDoc) shared this idea · May 12, 2020 · Admin →

Idea · Nov 9, 2020

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Sarah Hillier commented · June 4, 2024 1:34 PM

Any edits to the document, who made these edits and when. Similar to "Track Changes" in Microsoft Word.

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AdminVince Bertucci (Admin, PandaDoc) commented · May 15, 2024 3:42 PM

Auto reminders sent
Auto reminders are turned off

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Charmyn Marchan commented · December 15, 2023 7:11 PM

locations and chain of custody

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AdminMasha Kisel (Admin, PandaDoc) commented · September 3, 2020 10:40 AM

an audit trail which is documented is crucial when it comes to our compliance. I need proof that the recipient also received the attachment, not just the docoument.

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Rebekka Huneke commented · June 11, 2020 10:17 AM

Ability to track if a recipient has watched a video in doc. and related analytics.

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