Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. to automate a second document to be sent out once the first document was sent

    7 votes

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  2. Use tab to jump to the next field to fill and assign field

    7 votes

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  3. 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

    7 votes

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  4. 7 votes

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  5. 7 votes

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  6. Be able to remove doc ref and page number from signature certificate/disable signature certificate

    6 votes

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  7. Auto Place fields even without field tags.

    6 votes

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  8. Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document

    6 votes

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  9. Ability to create new status tiles for document management.

    6 votes

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  10. 6 votes

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  11. Ability to adjust the expiration warning in PandaDoc. Right now, you can only choose to warn signers one day before expiration.

    6 votes

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  12. OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs

    6 votes

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  13. Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.

    5 votes

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  14. PandaDoc user with member-role is be able to edit someone's document if this user is listed as CC on the document.

    5 votes

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  15. Users are having issues if they bulk download 1500+ documents, the link is never delivered

    5 votes

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  16. Document has been signed up to the degree that the author needed (e.g, movement, petitions, etc.) and needs a signature certificate generated.

    5 votes

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  17. Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.

    5 votes

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  18. It will be very useful to have the ability to list all the documents which require only the document's owner signature to become completed. I think the best way to implement this functionality is to add a new document status - (WOFYS or whatever the best name will be) - Waiting only for your signature . For example, a document has 2 recipients - document's owner and a client. After the document has been sent, viewed and signed by the client - it should transfer to WOFYS status, but not stay in the Viewed like it is now ( 13…

    5 votes

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  19. At the moment when a document is copied to another workspace, the copy has the "Draft" status and loses its filled in fields (signatures, dates, text files, etc.) & analytics & link to CRM. The feature request is to implement an ability to transfer a document to another worspace without losing the document's filled in fields (signatures, dates, text files, etc.) & analytics & link to CRM

    5 votes

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  20. Option to sort the documents by completed date and time.

    5 votes

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