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  1. Export details - Audit Trail

    161 votes

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    23 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

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    Ann Flynn commented  · 

    I also agree with Erin Clancy. For audit purposes, or due diligence items when going out for investors, this is critically important.

    We want to be able to have all the data points - who approved and when, who signed and when, etc. How long it took to approve would be great as well.

    Ann Flynn supported this idea  · 

  2. Send on Behalf of for Bulk send

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Ann Flynn supported this idea  · 

  3. Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template

    92 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Ann Flynn supported this idea  ·