Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 5 votes

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  2. have native CPQ functionality within PandaDoc

    5 votes

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  3. Search documents from the dashboard

    5 votes

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

    5 votes

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  5. 5 votes

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  6. Ability to send "Document Approved" notification to more than just the document creator.

    5 votes

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  7. 5 votes

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  8. The option to implement auto-reminders to all the templates and documents created before the option is enabled.

    5 votes

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  9. 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

    4 votes

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  10. Add order in which the recipient would be able to act on fields.

    4 votes

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  11. to be able to send the document even with unassigned fields.

    4 votes

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  12. An option to save custom variables / tokens to be used across templates.

    4 votes

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

    4 votes

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  14. 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.

    4 votes

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  15. Implement an ability to set global default value for forwarding for future created documents. (Like Settings -> Settings -> Auto-reminders)

    4 votes

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  16. choose specific time of day for document expiration

    4 votes

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  17. Ability to add a specific expiration date for several documents at the same time

    4 votes

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  18. the info that the client fills in into the fields on the first page to be populated into the tokens on the rest of the pages in the contract aka associate the field value with thу tokens and update the tokens in real-time based on the value in these fields

    4 votes

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  19. Client would like a document portal where their customers can log on and see all documents they need to sign/action, as well as upload their own documents.

    3 votes

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

    3 votes

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