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  1. [Bulk Send] Reporting

    28 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Olga Bethancourt commented  · 

    The ability to generate and download a comprehensive status report for bulk send documents that shows which recipients have signed and which have not.

    How should the feature work?
    When a user sends documents via bulk send, they should be able to access a downloadable report (CSV/Excel format) from the bulk send dashboard that includes:

    Document names and recipient information
    Current status of each document (Sent, Viewed, Completed, etc.)
    Timestamp data for key actions
    Filter options to view specific statuses

    Or include options in the Reports feature

  2. Using Redlining and Approval Workflow Together: Ability for the approver to resolve customer's suggestions.

    23 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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