Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Having an option to automatically notify specific e-mail once the document is completed (the email may not be on the list of recipients)

    4 votes

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  2. Currently, tax that is added to a document is not filtered out in the reporting overview, CSV export or in the API. This severely distorts our reporting capabilities, since we only need to add tax for certain geographies.

    Please make sure that tax is excluded from the reporting, or, even better, split the different amounts into separate columns (e.g. subtotal, discount, tax) so that the customer has a choice in what to do.

    3 votes

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  3. Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.

    5 votes

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  4. User want to see analytics such as time to close for the Templates to make the KPIs report by Template, and see how they perform.

    1 vote

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  5. expiration starts once the signer opened the document

    1 vote

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  6. Add tags on forms

    1 vote

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  7. ability to access uploaded file by the signer in a completed document

    1 vote

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  8. add thank you message display after the form summation

    2 votes

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  9. Bulk change document owner ability

    2 votes

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  10. I would like a way I can have users sign first page before seeing all the information? Please see attached what I mean, I want all info to stay private and them sign and can then see all the other pages.

    2 votes

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  11. Dashboard information for Recipient/Approvers should be changed to full name instead of Initials

    1 vote

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  12. 1 vote

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  13. For example, the user has created the document from the template and filled in the role variables Client.Country, Client.Surname, etc. After that, the client's country or curname has changed (the documents hasn't been sent yet). The feature request is to be able to pull the updated values from contact records to role variables (synchronize them, the same way like "Import from CRM" button works now)

    2 votes

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  14. I would like the email notifications to be able to accept replies and post the comments back into the document

    2 votes

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  15. It would be great to have a search function to make finding documents in the 'inbox' easier

    1 vote

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  16. Customer would like there to be a way to easily send over uploaded files to Google Drive. (uploaded files from Completed Docs added via Collect Files Field)

    1 vote

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  17. a storage for completed documents without making it as a draft

    1 vote

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  18. 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…

    3 votes

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  19. 1 vote

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  20. 1 vote

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