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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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478 results found

  1. Ability to search within the document

    11 votes

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  2. Ability to download images used in PandaDoc documents

    7 votes

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  3. The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).

    16 votes

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  4. 9 votes

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  5. 13 votes

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  6. Display uploaded files in the PDF ev1

    12 votes

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  7. Editor 2.0

    Ability to delete comments

    15 votes

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  8. Save all the completed documents as PDFs automatically.

    14 votes

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  9. 2 votes

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  10. Searching a contact within the Contacts tab by postal code/phone number/street address

    4 votes

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  11. My request was for a dashboard to track when a customer has signed a contract and then it's the approvers turn to sign

    1 vote

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  12. 3 votes

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  13. 2 votes

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  14. Right now, you can only change the name of completed documents from the document list view. Add the ability to change completed doc names from the editor view.

    2 votes

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  15. A place for private notes when adding catalog items.

    4 votes

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  16. Save and Doesn't save buttons for templates and documents.

    11 votes

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  17. I noticed when testing for a prospect that if you send a document on behalf of another user (user x), that document does not show up under the sent documents for user x. The document only shows up as sent on the true sender's dashboard.

    I imagine that this makes tracking and managing deals more difficult for a Sales Leader as it is impossible to see who the document was "sent by" (ie: If a manager or proposal creator sends a document on a rep's behalf, the rep only has an email notification and has to go back to their…

    2 votes

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  18. be able to split the document into parts after completion

    3 votes

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  19. 2 votes

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  20. 14 votes

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