Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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.

    5 votes

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

    5 votes

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  4. Self-sign case - it takes 3 clicks today to fill in an initial or esignature. my client wants to be able to complete this in a 1 click process. in the pandadoc settings, the system should auto remember the selected initial or signature. the behavior he would like would be to click the field and the initial or signature pre populates like Docusign.

    Now if in the inbox, once document is completes - it is roughly a 20-30 second process to go back and load the next document. he wants the next document to appear on the screen, to help…

    5 votes

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  5. 5 votes

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  6. Save and Doesn't save buttons for templates and documents.

    5 votes

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

    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. a storage for completed documents without making it as a draft

    4 votes

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  10. Filter the PandaDoc Inbox to show only the Unsigned document
    Filter to by "To sign" or "Signed"

    4 votes

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  11. It would be nice if when you download the document the attachments added to the collect files fields also download, rather than having to download them separately.

    4 votes

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  12. Download a CSV of form responses where columns are named according to the placehorders of fields/having an option to set up the column name reflecting field data

    4 votes

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  13. 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.

    4 votes

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  14. More important than view would be a status for a document that has been signed by at least one person, but not complete. This would allow the sales team to know their customer has signed the document, but it's now waiting on internal management to sign-off. Right now our salesforce opportunity has to wait for management to sign before I can update the status of the opp, but this sometimes gets lost in their inbox.

    4 votes

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  15. Having an option to automatically notify specific e-mail once the document is completed (the email may not be on the list of recipients)

    4 votes

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  16. can add a link to template or document and make it mandatory to click before completing the document.

    4 votes

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  17. import fields from one template (uploaded pdf) to another. Like a content block that you can save in Content library. Ability to import the field to another template

    4 votes

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  18. Increase file upload size limit

    4 votes

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  19. 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.

    4 votes

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  20. Save several signatures under one profile.

    4 votes

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