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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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801 results found

  1. Ability to add comments to Audit trail

    2 votes

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  2. option for the recipient to save their signed document (created by another user from other PandaDoc account ) to their own PandaDoc account.

    2 votes

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  3. Be able to use the customize button for the Document Values within Reports

    2 votes

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  4. I want to create a URL favorite for my browser so when I pull up PandaDocs my documents will only show viewed and sent documents without having to click the status filters

    2 votes

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  5. It is intrusive to have the "optional" and "required" words pop up with each field when filling out a document. Would be nice to have the option to turn this off.

    2 votes

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  6. 2 votes

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  7. 2 votes

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  8. 2 votes

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  9. 2 votes

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  10. 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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  11. 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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  12. 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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  13. Document Analytics would be easier to see the date directly instead of the number of days passed.

    2 votes

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  14. 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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  15. 2 votes

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  16. 2 votes

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  17. 2 votes

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  18. 2 votes

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  19. 2 votes

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  20. 2 votes

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