Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Would like a report to identify recipients by document status

    2 votes

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  2. Search to see if a particular IP address has signed any documents within your Panda Doc account to limit fraud in our network.

    1 vote

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  3. 1 vote

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  4. Ability to send multiple documents in one go directly from the contact added in the application

    1 vote

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  5. 5 votes

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  6. In the Reporting tab where you can see all your documents we would like to able to sort and order the documents by the headers and be able to search all the documents by more than just the title.

    1 vote

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  7. Can you enable a filter for the dashboards / views so a user can select either particular users or a date range or some other criteria? It is very relevant when using the IOS app and wanting to see just your own documents, instead of every users' documents.

    8 votes

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  8. 2 votes

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  9. 1 vote

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  10. CX would like to upload multiple documents/templates at the same in, upon creation of document/template

    114 votes

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  11. Ability to download documents without signature certificate

    6 votes

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  12. 1 vote

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  13. 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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  14. 4 votes

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  15. 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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  16. 1 vote

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  17. 6 votes

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  18. 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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  19. 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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  20. Ability to export selected PDFs from multiple searches in a single batch

    1 vote

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