Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. I would like the ability to restrict access to certain templates. For example, I would like to keep old templates in the system but make them "unavailable" for users to send out. Also, when creating new templates, I would like to make them unavailable until they are approved and signed off on before being made available to users to send out.

    6 votes

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  2. 6 votes

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  3. Currently tags appear in no particular order, it would be great to sort them by alphabetical or date created etc.

    6 votes

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  4. When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.

    6 votes

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  5. add photo in the signature certificate

    6 votes

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  6. Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.

    6 votes

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  7. Content Library search inside a folder

    6 votes

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  8. Allow to set waiting for payment and paid Doc statuses outside of payment integrations

    6 votes

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  9. 6 votes

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  10. 6 votes

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  11. 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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  12. Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.

    Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.

    6 votes

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  13. Include a "Failed Delivery" status if document is sent, but then fails.

    6 votes

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  14. Select and edit several documents at once.

    6 votes

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  15. 5 votes

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  16. When opening the contact list it would be nice to have the search line at the top without having to click on the magnifying glass. There are so many contacts I don’t know why anyone would take the time to scroll thru them, search is easier but clicking on the magnifying glass is a step that could be removed.

    5 votes

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  17. Would like the capability for a bundle to be sent upon a signed NDA.
    Once a completed document occurs, an event is triggered for a bundle to be sent out to the same recipient/signer.

    5 votes

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  18. 5 votes

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  19. Account has recipients that do not have an email address

    5 votes

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  20. Give option to export list of all Documents status.

    5 votes

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