Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    3 votes

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  2. 3 votes

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  3. 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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  4. Filter documents according to type such as proposals, invoices etc. Create a customize way of filtering documents.

    3 votes

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  5. 3 votes

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  6. Separate Approved from To Be Approved within Dashboard- It's misleading, because it says "For approval" on the Dashboard and in the filters on the Documents screen. Docs pending approval are more important than docs that are already approved as far as setting priorities.

    3 votes

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

    3 votes

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

    3 votes

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  9. 3 votes

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  10. 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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  11. 3 votes

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  12. The option to search documents in the document list by text inside them. In this case, Documents were created via uploading a PDF

    3 votes

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  13. 3 votes

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  14. 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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  15. Save and Doesn't save buttons for templates and documents.

    3 votes

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  16. 3 votes

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  17. 3 votes

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  18. 3 votes

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  19. When tag is applied the date modified time stamp should update. This would allow for better reporting.

    3 votes

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  20. Ability to re-order how variables are displayed in PandaDoc

    3 votes

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