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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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723 results found

  1. Restrict document owner from resolving suggestions but leave this option only for document approver(s)

    3 votes

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  2. Ability to add an attachment to the send via email window so that it is sent separately from the document itself, on the notification email.

    3 votes

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  3. 3 votes

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  4. Limit rights for collaborators on a document, so when collaborator is added with view rights they can see the document the same way as the recipient can only

    3 votes

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  5. Option to automatically add Documents created from a Template, into a pre-defined folder in the documents section.

    3 votes

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  6. When we apply filters to the documents tab and click into a document, when we then want to return to the documents tab and click back the original filters are lost so that we have to reapply the same filters again. Managers in particular are finding this frustrating and time consuming. We'd like the filters to remain

    3 votes

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  7. We were wondering if it was possible to see an overview of the recipient analysis, but as accumulated data for all our documents.

    Option to see for how long the receivers are on specific pages, but as a bundle. So for instance, how many seconds of view time is the average for document across all receivers. Include specific pages in time to view in Reporting as it does on single document level.

    "We were wondering if it was possible to see an overview of the recipient analysis, but as accumulated data for all our documents."

    3 votes

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  8. 3 votes

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  9. In case the team member and the client are both recipients, change the document status to Viewed only when the client opens the email message associated with the document

    3 votes

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  10. Option to automate the process of recieving signature certificate after the document is signed.

    3 votes

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  11. Ability to download a .docx of template from the main template list

    3 votes

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  12. Be able to add SMS verification to bundled documents.

    3 votes

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  13. 3 votes

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  14. When a document is complete (wet signature) would like to upload multiple docs/pdfs when changing the status

    3 votes

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  15. Specify how the payment is made (ACH, Card)

    3 votes

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  16. 3 votes

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  17. 3 votes

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  18. option to save completed document on different location of device rather than a default location of downloads

    3 votes

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  19. 3 votes

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  20. Need to be possible to send the completed document back to the users and have them only make the required corrections into the needed fields

    3 votes

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