Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    3 votes

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  2. 3 votes

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

    3 votes

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  4. save document location on per template basis - i.e. if create document from NDA template that's in NDA folder, want PD to recognize that it should save in NDA doc folder

    3 votes

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  5. Adjust signing order for sent documents without having to edit and resend the document

    3 votes

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  6. Assign specific dates from which the recipients may sign the document

    3 votes

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  7. 3 votes

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  8. Customers have a lot of people working on the document before it gets sent out and it would be great if there was some way to send reminders to those users who are working on the document.

    3 votes

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  9. Add change status option in Document Status Tile view

    3 votes

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  10. support Loom video for documents like YouTube, Vimeo, Wistia, or Vidyard.

    3 votes

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  11. email reminder notification to my customers at least 30 days or so prior to their contract renewal date.

    3 votes

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

    3 votes

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  13. 3 votes

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  14. 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…

    3 votes

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  15. Route CRM generated documents into PandaDoc folders

    3 votes

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  16. 3 votes

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  17. 3 votes

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  18. The global setting for turning off the notification of the manual status change. For now, it can be found only for each separate document (not in general settings).

    3 votes

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

    3 votes

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  20. 3 votes

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