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  1. Disable document and signature forwarding by default

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Jonathan Hyde commented  · 

    Adding another +1 to this. Already had several documents get forwarded and signed by the wrong people because it wasn't clear to the recipient that this would enable the forwarder to sign on their behalf. We definitely want this off by default on our account.

    Jonathan Hyde supported this idea  · 

  2. Metrics and Reporting: API: document performance (efficiency) with sandbox and live separated

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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    Jonathan Hyde commented  · 

    Currently no way to align the usage of our platform with the billed number of documents as we use our sandbox as part of our test infrastructure.

    We really need to be able to distinguish documents created via the sandbox API key vs the production one at least in the reports.

    Jonathan Hyde supported this idea  · 

  3. Option to remove the white bar in the embedded document view

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Jonathan Hyde shared this idea  ·