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Ideas to Improve PandaDoc

To assist us in comprehending your use case thoroughly and implementing the functionality that is truly beneficial to you, kindly respond to the subsequent questions when proposing your idea:
  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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605 results found

  1. 1 vote

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  2. Need to be possible to send the completed document back to the users and have them only make the required corrections into the needed fields

    3 votes

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  3. 4 votes

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  4. Marketing - Would like data analytics on content blocks. Can currently track analytics on pages through other resources. Would like more granular data on specific content blocks and how long the recipient is lingering on particular sections within a one pager. GOAL: understanding content within a one-pager that. is capturing the audience to expand on that specific content.

    2 votes

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  5. 1 vote

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  6. 6 votes

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  7. checkpoints for new hire employee bundles
    multiple document status (progress bar), percentage to complete, what page they have completed, or page "x of y"

    1 vote

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  8. Be able to pull data on the best time for your customer base to send documents, that will lead to a higher close rate

    1 vote

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  9. Ability to export selected PDFs from multiple searches in a single batch

    1 vote

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  10. When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.

    7 votes

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  11. Allow the user to create a shortcut or link where all completed documents can be accessed across workspaces by team members.

    5 votes

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  12. It would be nice to have a purchase order tracker - something that we can use to input a purchase order number and amount and then every time we sent a quote it will reduce that amount from the purchase order

    2 votes

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  13. Would it be possible to add a "To Sign" tile to the Dashboard? It is an important piece of the document workflow that is not shown on the Dashboard. I used to go to the Inbox and the documents needing to be signed were at the top. Now they no longer are and you can't sort or filter the inbox, so I now go to Documents and sort. It would be more efficient though, if the app included a "To Sign" tile on the dashboard. Thanks in advance for considering this request.

    3 votes

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  14. 2 votes

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  15. Ability to allow users to attach files even when the document has been sent.

    9 votes

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  16. The option to change time zone for signature certificate.

    116 votes

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    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!

  17. Currently tags appear in no particular order, it would be great to sort them by alphabetical or date created etc.

    7 votes

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  18. 13 votes

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  19. It would be great to have a search function to make finding documents in the 'inbox' easier

    14 votes

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  20. 1 vote

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