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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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  2. 3 votes

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  3. be able to split the document into parts after completion

    3 votes

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  4. 3 votes

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  5. 3 votes

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  6. Mass duplicate documents. Checkboxes dont work for this user

    3 votes

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  7. 3 votes

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  8. Would like to be able to have a universal folder that can be moved from the documents to templates list, not just folders where only documents or only templates can be held

    2 votes

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  9. An easier way for recipient to see who is a signer or CC'd on a document. Instead of having to hoover over the Bubbles at the top of the document allow there to be a portion on the side of the document to view who is all a signer/CC'd on the document. "Or make it more prominent that everyone copied is listed at the top of the pandaDoc."

    2 votes

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  10. Be able to sort by a specific year or month.

    2 votes

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  11. Option to export the list of expiring soon documents

    2 votes

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  12. Ability to delete the attached file from Audit Trail that was uploaded via manual status change

    2 votes

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  13. It would be great if there was an option to download a pdf without the verified signatures. It's causing my adobe acrobat to time out and have a conniption. I think it would also be a smaller file, so I could attach it in my practice management software.

    2 votes

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  14. Allow for Date range validations, including start and/or end dates, that include any/past/present days, as well as variable references and common date macros (such as +1D)

    2 votes

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  15. 2 votes

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  16. Option to separate documents in bundle. For example, there is a bundle of quotes, the customer only signs the first quote and the other quote in the bundle is unsigned. Need to separate and complete the signed one but leave the unsigned document in viewed docs.

    2 votes

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  17. I would like to get a report of all documents where I am listed as a signer, CC or if I was part of the workflow when a document is sent out.

    2 votes

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  18. A condensed version of the document. For example, internally the client needs only about 3 pages of the 12-14.

    Let's say there is a document with 18 pages. A lot of which is marketing and not a specific agreement. Therefore once signed, we only need page 10 once signed. Also, internal finance and logistics departments only need page 10 as well. Therefore, once signed, 2 PDFs are needed: one complete and one, 1 page.

    2 votes

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  19. Document Analytics would be easier to see the date directly instead of the number of days passed.

    2 votes

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  20. The signed document can be added as PandaDoc document to a new document which is not signed.

    https://pandadoc.zendesk.com/agent/tickets/403225

    2 votes

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