Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    8 votes

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  2. 8 votes

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  3. 8 votes

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  4. Search documents from the dashboard

    8 votes

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  5. ability to make images as dynamic field or as a variable

    8 votes

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  6. Placeholder for checkbox field.

    8 votes

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  7. 7 votes

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  8. Would like to set permissions (create inside, move, delete) for individual folders (including root folder).

    7 votes

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  9. Set the expiration date before sending the document.

    7 votes

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  10. Add change status option in Document Status Tile view

    7 votes

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

    7 votes

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  12. In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.

    7 votes

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  13. 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…

    7 votes

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  14. Documents created from a template automatically move to a specific folder once created/sent

    7 votes

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

    7 votes

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  16. 6 votes

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  17. The document certificate shows the time as UTC. That is making it difficult for some of the staff. Would be nice if it showed the time as 3:45:46 PM EST instead of the Military UTC time

    6 votes

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  18. option to send completed documents to a specific email address automatically

    6 votes

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  19. Option to download private message /chat on a document.

    6 votes

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  20. Right now, I have to add initials on a document manually on every page which costs me so much time for contracts that are 30+ pages long.

    6 votes

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