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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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604 results found

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

    1 vote

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  3. 1 vote

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  4. option to save completed document on different location of device rather than a default location of downloads

    3 votes

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  5. 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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  6. 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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  7. Ability to modify the order of events to show whenever signers complete the document on top instead of chronological order only.

    5 votes

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  8. 1 vote

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  9. 7 votes

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

    2 votes

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  11. 1 vote

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

    2 votes

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  13. Would like metrics tracking contract negotiations data. Reps using, edits, etc.

    5 votes

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  14. 1 vote

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  15. 7 votes

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  16. 1 vote

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  17. 1 vote

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  18. WOULD LIKE A LOCAL DOWNLOAD WITHOUT PDF - FOR SALES PRESENTATIONS and click on video - does not want to rely on internet. prefers to have rolling pages vs pagebreaks for a smoother experience. (Analog audience)

    1 vote

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  19. keep library items in new document with transfer data to feature. currently, content added from the library doesnt transfer over

    1 vote

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  20. You should add a "clear local storage and try again" button to the error message when a file fails to convert.


    I've run into multiple problems uploading files that I want to become editable.

    Each time, a support agent was able to upload the file for me, but I was not.

    Each time, they asked me to clear my cache and try again (which also did not work).

    Clearly there's something wonky with the state my machine gets into, and I'll bet I'm not alone.

    If you add a button that does this, then you alleviate your support system if…

    1 vote

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