"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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Michael Weiss commented
I am flabbergasted that Panda does not have a notification indicating "awaiting countersignature" status. Isn't the whole raison d'être of PandaDocs to make document management simpler and more efficient? The lack of any way to monitor signing status seems to contradict that. This is a glaring omission in user functionality. If I had been aware of this deficiency when we signed up for Panda, I probably would have gone with a different platform. It's also astonishing to see that this request has been in queue for 5 years now. Wow. Really disappointing.
PandaDoc developers – please correct this problem as soon as you can. Thank you. -
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?