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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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825 results found

  1. Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.

    18 votes

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  2. 2 votes

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  3. Allow Search cross workspaces for documents

    25 votes

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  4. 1 vote

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  5. 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.

    4 votes

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  6. 2 votes

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  7. When you create a document, if you are in a folder, it gets created in said folder.

    6 votes

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  8. 1 vote

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  9. A private dashboard of docs that contained financial info so other users cannot see unless invited

    6 votes

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  10. 113 votes

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  11. user to fill and sign only once, and then two copies are generated based on the one user filled and signed.

    1 vote

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  12. The column is something our sales team would fill out before sending to our client and they would hide the column as well so the client would never see it. I need this column to be selected from a drop down when our sales team is drafting the document before they send it out to be signed, do you think that's possible?

    2 votes

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  13. Eugene likes the ability to see into document analytics and once the document is downloaded, he cannot see status of the document's progress.

    6 votes

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  14. 2 votes

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  15. 3 votes

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  16. Make an Attachment that will have the recipients open and acknowledge.

    3 votes

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  17. How many documents were created by week - get a report of this.

    2 votes

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  18. 1 vote

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  19. Since the recent change to bundle docs into one for signing, I now have an extra click to download a completed file every time. We only ever send one doc at a time. If only one document is uploaded in the "bundle", could the option to download as separate documents be removed?

    1 vote

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  20. Ability to pre-assign a recipient for role for all the documents/templates in the workspace.

    10 votes

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