Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. In the previous edition we could add photos to line items on the table, we did not have to create a catalogue item to do that. Bring back the add a photo option in the text formatting box, a lot of 1 off items get used by companies that do not need to go through the process of building out a catalogue item.

    1 vote

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  2. Ticket log for account so users can see what other tickets have been submitted/what others have asked about.

    1 vote

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  3. Some federal agencies require a cloud provider to meet a certain criteria before they can work with a vendor. This authorization process is outlined here: https://www.fedramp.gov/

    3 votes

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  4. The owner should have the ability to modify how the dashboard looks like. Be able to create own filter.

    100 votes

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    Idea  ·  10 comments  ·  Other  ·  Admin →
  5. It's not only an update:
    double the cost of our current solution quoteroller.com
    find time to implement it / project manage the implementation...
    lose all client history

    2 votes

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  6. 1 vote

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  7. Far preferred when Send button was on the Right Hand side

    1 vote

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  8. Administrator license - to be used by the account owner to still have access to invite users and manager roles and workspaces, but does not need to create, upload, edit, send, or even read and approve docs.

    5 votes

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  9. compress the content in PDF automatically to 25Mb

    1 vote

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  10. would need to have a specific messages attached to every templates i have

    1 vote

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  11. It would be very helpful to receive a notification/reminder when you're making a form that ALL people who fill out this form will be notified any time any other person fills out the same form. I would not have spent time making a form if I knew this, as it doesn't serve us to have hundreds of notifications going out over time. It would be better yet if it just didn't do these notifications, but until them, a notification banner on forms would be a time-saver

    1 vote

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  12. Advanced analytics and heatmaps on user mouse movement for specific pages. Help to understand where exactly on the page customers are hung up on .

    1 vote

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  13. 1 vote

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  14. 2 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
  15. A 'Suggestion Box' would be easy way to receive customer feedback and concerns. I would have used this feature to let you know that I am not a fan of the 2.0 program version as it is not as user friendly as the one before....it's too must like a creator graphics program now and is cumbersome to work through. Is there a way I can revert to previous version? My email is below, but the email we use for PandaDocs is docs@universitypccare.com. Thank you! -William

    1 vote

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    Idea  ·  1 comment  ·  Other  ·  Admin →
  16. Client would like to be able to sort PandaDoc contacts by last name in alphabetical order

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  17. 1 vote

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  18. create sub account for another user under the current active account and that user should not be able to view older documents signed

    1 vote

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  19. PandaDoc signature certificate isn't sufficient for my client's compliance standards.

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  20. AI driven feature to fill in questions for contracts or docs that had already had similar question answered prior.

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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