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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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801 results found

  1. When a document is declined by one recipient, all other recipients should still be able to access the document.

    2 votes

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  2. Is there a way to see who moved documents or folders to another folder and when they moved them?

    2 votes

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  3. I am trying to do is find the original email message that came with the document sent notification. Even though I and other team members were copied on the outbound email, we do not see that message and would like to reuse that language in the original mail. Is there a way for us to get an outbound email audit log to see the messages we sent via panda?

    2 votes

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  4. The option to track how many documents are yet to be completed, based on the catalog items/option to see that you have x number of items in documents that have not yet been accepted.

    2 votes

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  5. send a document to 1 signer first then send the document to the rest of the signers after the 1st recipient signs the document

    2 votes

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  6. Interactive Presentation Option similar to a Powerpoint or with browsing a webpage.

    2 votes

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  7. 2 votes

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  8. 2 votes

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  9. 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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  10. 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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  11. Be able to sort by a specific year or month.

    2 votes

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  12. Option to export the list of expiring soon documents

    2 votes

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

    2 votes

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  14. 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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  15. 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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  16. 2 votes

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  17. Be able to find documents that once belonged to a user that has been removed from the Workspace. This would make is easy to find and transfer ownership of documents that no longer have an owner.

    2 votes

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  18. Option to have a dashboard tile for document with new comments (separate resolved view and the view with unresolved comments)

    2 votes

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  19. My suggestion was that if we agree that viewed 1 time for 1 sec indicates antivirus email filter rather than a person, then maybe the expected behavior is that it should be excluded from the view count OR flagged in some way with a warning that it may not have been really viewed.

    2 votes

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  20. Ability to generate a report on the time when the document was signed

    2 votes

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