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Ideas to Improve PandaDoc

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  • 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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  1. 2 votes

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  2. 2 votes

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  3. 4 votes

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  4. 3 votes

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  5. ability to see who from team members opened a document

    1 vote

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  6. 1 vote

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  7. Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent

    2 votes

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  8. 3 votes

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  9. 7 votes

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  10. 2 votes

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  11. have native CPQ functionality within PandaDoc

    11 votes

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  12. 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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  13. 2 votes

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  14. 3 votes

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  15. Display uploaded files in the PDF ev1

    13 votes

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  16. OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs

    24 votes

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  17. 9 votes

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  18. 2 votes

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

    4 votes

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  20. 2 votes

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