Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 4 votes

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  2. 1 vote

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  3. 1 vote

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  4. 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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  5. 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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  6. 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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  7. Transfer data to: map pricing tables s in the original document with pricing tables in the new document.

    2 votes

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  8. It will be helpful for the audit to search for documents where suggested edits (redlining) were used or to add redlining column to the activity report

    1 vote

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  9. 2 votes

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  10. 1 vote

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  11. It would be nice to have a purchase order tracker - something that we can use to input a purchase order number and amount and then every time we sent a quote it will reduce that amount from the purchase order

    2 votes

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  12. Option to disable the document value for documents that have no commercial value.
    For example, HR documents don't have a currency value but they are not worthless as the value 0.00 suggests.

    1 vote

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  13. Ability to search and apply filters within the specific Folder in Documents and CL items. For now the search field filters apply to all of the content, which makes it not convenient and still a long time to find something.

    16 votes

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  14. Should be possible to send a doc and take a ZERO payment

    8 votes

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

    3 votes

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  17. We would like to have an internal note on a document

    6 votes

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  18. is there a feature whereby all the CC emails I add to the PandaDoc document .. to have validation that they MUST view the document at least once before making the document "Completed"?

    2 votes

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  19. 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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  20. Have a pop up on the new document wizard window as it is not clear what will happen after you add recipients and then go to editing document

    1 vote

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