"awaiting your signature" in dashboard
Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.
Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.
Emily Cozzens
shared this idea
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Stephanie Lind
commented
I want this for the customer but also for me - our Contract Admin uploads everything that comes from other people in the organization and I am the sole signatory. All I see if "viewed" - I cannot tell if the client has executed the document.
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Rylee May
commented
We have several users who do not submit anything, but rather are signers. Would love for them to have a quick look/dashboard to see the items they need to sign.
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Angelica Lapat commented
"We would love if there could be a dashboard for recipients to view documents they have outstanding/left to sign - as opposed to waiting for the reminder, or for me as the account owner to check the recipient view on my account." - rylee.may@kirkwood.edu
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Eric Piekarczyk
commented
Beyond just customers, paid users also need to be able to see all documents waiting for signature.
How is it that there is not a Dashboard tile called "To Sign"??? If PandaDoc is about signing documents, it needs to have a place where I can view all the documents waiting on my signature.
As a CEO, I'm way to busy to scroll through the document list, just to find anything I've possibly missed.
They will show me expired documents I or my customer didn't sign in time, but they won't show me all the documents waiting on my signature?
I have no idea why in the world this is missing, besides the fact that PandaDoc hasn't identified it's core business as document signing, but something else...
Now i'm wondering why I pay these guys?