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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. When we apply filters to the documents tab and click into a document, when we then want to return to the documents tab and click back the original filters are lost so that we have to reapply the same filters again. Managers in particular are finding this frustrating and time consuming. We'd like the filters to remain

    3 votes

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  2. We were wondering if it was possible to see an overview of the recipient analysis, but as accumulated data for all our documents.

    Option to see for how long the receivers are on specific pages, but as a bundle. So for instance, how many seconds of view time is the average for document across all receivers. Include specific pages in time to view in Reporting as it does on single document level.

    3 votes

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  3. 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.

    3 votes

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  4. Option to automate the process of recieving signature certificate after the document is signed.

    3 votes

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  5. Ability to download a .docx of template from the main template list

    3 votes

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  6. when customer printed and manually signed the document. An option to replace the sent document by uploading the signed printed copy.

    3 votes

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  7. Be able to add SMS verification to bundled documents.

    3 votes

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  8. 3 votes

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  9. When a document is complete (wet signature) would like to upload multiple docs/pdfs when changing the status

    3 votes

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  10. 3 votes

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  11. 3 votes

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  12. option to save completed document on different location of device rather than a default location of downloads

    3 votes

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  13. 3 votes

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  14. Need to be possible to send the completed document back to the users and have them only make the required corrections into the needed fields

    3 votes

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  15. Make an Attachment that will have the recipients open and acknowledge.

    3 votes

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  16. 3 votes

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  17. 3 votes

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  18. Create and track tasks for specific documents in-app

    3 votes

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  19. An optional preview of the page content down the side of a presentation.

    3 votes

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  20. More granular reporting on the individual document level. A lot of documents have the same name and many docs are sent, so it would be nice to have a more granular view like the activity reporting where you can look at individual documents.

    3 votes

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