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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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710 results found

  1. Transfer data to: map pricing tables s in the original document with pricing tables in the new document.

    6 votes

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  2. 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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  3. 2 votes

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  4. 1 vote

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  5. 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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  6. 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.

    29 votes

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  7. 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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  8. Make an Attachment that will have the recipients open and acknowledge.

    3 votes

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

    12 votes

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  10. 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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  11. 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.

    3 votes

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  12. 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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  13. Limit the user of the bulk send

    1 vote

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  14. Would it be possible to add a "To Sign" tile to the Dashboard? It is an important piece of the document workflow that is not shown on the Dashboard. I used to go to the Inbox and the documents needing to be signed were at the top. Now they no longer are and you can't sort or filter the inbox, so I now go to Documents and sort. It would be more efficient though, if the app included a "To Sign" tile on the dashboard. Thanks in advance for considering this request.

    3 votes

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  15. 20 votes

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  16. 1 vote

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  17. 1 vote

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  18. 1 vote

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  19. 27 votes

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  20. 4 votes

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