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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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512 results found

  1. Hubspot Integration: Multi locations - pull info from multiple companies for one document instead of multiple.
    Right now if we have a customer who has 4 offices, we have to do 4 different documents. One for each location. It would be awesome if we could make one document with all of the info for the parent and child offices/companies.

    5 votes

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  2. 5 votes

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  3. ability to search documents by signer, sender, creator. after you open a document do not back to all docs, keep the one you found on the list.

    5 votes

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  4. When opening the contact list it would be nice to have the search line at the top without having to click on the magnifying glass. There are so many contacts I don’t know why anyone would take the time to scroll thru them, search is easier but clicking on the magnifying glass is a step that could be removed.

    5 votes

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  5. Now we can rename a sent document from the Documents section only, however, as we open a document, the previous document name stays on the top left of the cover page

    5 votes

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  6. Would like the capability for a bundle to be sent upon a signed NDA.
    Once a completed document occurs, an event is triggered for a bundle to be sent out to the same recipient/signer.

    5 votes

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  7. Ability to change the file location inside the document without leaving the document.
    Currently the file location is displayed below the document title as All Documents > Name of Subfolder with only the option to open that folder. Would be faster and more efficient to right click and see a drop down of other file locations to move the document to.

    5 votes

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  8. Platform-wide word search / word search & replace.

    5 votes

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

    5 votes

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  11. 5 votes

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  12. Eugene likes the ability to see into document analytics and once the document is downloaded, he cannot see status of the document's progress.

    5 votes

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  13. Account has recipients that do not have an email address

    5 votes

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  14. when bulk downloading documents save them as PDF, not in ZIP file

    5 votes

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  15. Client would like a way to see how often they've quoted a particular line item in an export feature to track these statistics

    5 votes

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  16. Email to be sent after document is paid

    5 votes

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  17. When needing to search for a specific document the search result options cover them, if you hit ESC or the "x" to dismiss the search results it clears the entire search. The drop down with the search results needs to dissappear after you click on "view all results" otherwise it makes seaching very frusterating and not helpful at all in finding documents.

    5 votes

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  18. Ability to pull tokens from both Deal and Contant records simultaneously

    5 votes

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  19. The margin calculates fine for one off revenue. Each item has a cost, sell price and therefore a margin which is reported correctly.
    The margin does not calculate properly in the monthly revenue table when you use the multiplier column (which we use for the number of months subscription).
    It calculates the revenue correctly (price x number of licenses x number of months) but it only takes one month of cost into the calculation. Ie the multiplier column impacts revenue but not cost and therefore the margin calculation is massively inflated.
    EXAMPLE:
    This customer is buying licenses that are £5…

    5 votes

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  20. Submitted forms thru Template embedding to go to a specific folder.

    5 votes

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