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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. The ability to enable/place an email signature at the bottom of emails for sent document notifications.

    2 votes

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  3. Sort of like when you open an email: the unopened ones are in bold but after you open them they are not. This would occur on the home screen under the completed tab.

    2 votes

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  4. Have the ability to use the Payments to mark documents as paid if they were created before 01/24/2024

    1 vote

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  5. 1 vote

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  6. report that shows who in PandaDoc Contacts had already received quotes

    2 votes

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  7. 1 vote

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  8. We are trying to review the comments and suggestions on a completed document in order to improve our templates and processes. We can see the history of comments, but they are separate from the document so we don't know where those comments were made. I know we can restore previous versions of a document, but we don't want to create a duplicate for every document when reviewing. Is there any way to see the history of comments/suggestions after a document is completed?

    1 vote

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  9. 1 vote

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  10. Have the ability to add in SMS verification to bulk send

    3 votes

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  11. To have an option where each of the further added documents to an already created document will have a new sequence number

    1 vote

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  12. 1 vote

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  13. 1 vote

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  14. Ability to add metadata to documents created from templates using the PandaDoc editor.

    1 vote

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  15. 1 vote

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  16. API document by status - drilldown to identify the document for follow up
    API document analytics
    Report to be auto- emailed as a flag (set time to email the report - daily, weekly, monthly)
    example: how many documents are opened but not complete
    example: data on time it's been open and not signed/completed.
    have drilldown into the document to follow up with the recipient to move the document to complete

    1 vote

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  17. Ability to view the IP address for Viewers

    2 votes

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  18. 1 vote

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  19. Metrics: user adoption: usage performance including license type, team, and workspace
    Identify behaviors by user, team, and workspace to address with team leads/managers.

    2 votes

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  20. The option to send the documents from two or more email addresses with one user profile.

    7 votes

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