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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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782 results found

  1. search document by its content

    2 votes

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  2. We have a problem with one signer, who is always not signing contracts on time, and want to see some list of contracts that are waiting for a signature from that person

    2 votes

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  3. Group manually completed documents in one folder or create a tag for them by default

    2 votes

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  4. The option for a CC recipient to see the status of the document.

    2 votes

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  5. add new role in the document

    2 votes

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  6. Enhanced Tagging System

    Overview:

    Our current tagging system serves as a foundation for organizing content within our platform. However, to further streamline content management and ensure consistency across various elements such as templates, documents, and content library items, we propose an enhanced tagging system. This system would facilitate the seamless flow of tags from content library items to templates and subsequently to documents, promoting efficient updates and maintenance processes.

    Key Features:

    Tag Propagation: Tags assigned to content library items should propagate to associated templates when incorporated, either through Smart Content integration or manual insertion into documents.

    Template-to-Document Tag Transfer: Tags…

    2 votes

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  7. Sender receives the completed PDF but the other recipients do not

    2 votes

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  8. Report showing documents created in PandaDoc and linked back to CRM

    2 votes

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  9. Would like a report of how many documents are created in PD and linked back to SFDC. Additionally, would like to be able to drill into the data.
    ex. if the number is "2", would like to click on the 2 created and see who created the document, where they linked back to sfdc, and which documents/opportunities they are. (drilldown data)

    2 votes

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  10. "To Sign" document status for all documents within the workspace so you can filter them by this status under My documents

    2 votes

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  11. Sort of like when you open an email: the unopened ones are in bold but after you open them they are not. This would occur on the home screen under the completed tab.

    2 votes

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  12. Report that shows who in PandaDoc contacts had already received quotes

    2 votes

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  13. Ability to view the IP address for Viewers

    2 votes

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  14. Keep/ do not delete the signature certificate when a completed document is edited

    2 votes

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  15. Notification based on dropdown selection. If selected yes, the sender gets a notification

    2 votes

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  16. The ability to configure signatures only after the recipients have viewed an entire video that is placed on a document.

    2 votes

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  17. Manually change the document status from completed to approved

    2 votes

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  18. 2 votes

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  19. Option to include manually uploaded signed documents from the audit trail (documents that were uploaded during document status change) in bulk download.

    2 votes

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  20. Require recipients to complete document attachments

    2 votes

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