Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    5 votes

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  2. PandaDoc user with member-role is be able to edit someone's document if this user is listed as CC on the document.

    5 votes

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

    5 votes

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  4. Increase file upload size limit

    5 votes

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  5. Transfer the word document's redlining to PandaDoc after the document is created via the upload of the word file

    5 votes

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  6. Users are having issues if they bulk download 1500+ documents, the link is never delivered

    5 votes

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  7. 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.

    5 votes

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  8. 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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  9. 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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  10. 5 votes

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  11. Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.

    5 votes

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  12. 5 votes

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

    5 votes

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  14. Select and edit several documents at once.

    5 votes

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  15. Should be possible to send a doc and take a ZERO payment

    4 votes

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  16. What we see happening over time is that we create multiple templates with roughly the same content. Updating these templates is a time consuming endeavor because there is no way we can centrally manage/update the content.
    How cool would it be if there would be a central page in settings called "Variables" where
    You can create variables with set content.
    reuse these variables across all your docs.
    A variable could also be an image or a piece of content library content

    It is a simple yet efficient idea that would make our lives a lot easier.

    4 votes

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  17. 4 votes

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  18. Would like to know how many docs are not signed immediately. Preferably 5 minutes from time sent.

    4 votes

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  19. 4 votes

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  20. At the moment Fields' values are lost when a document is downloaded as .docx

    4 votes

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