Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.

    7 votes

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  2. Ability to download images used in PandaDoc documents

    7 votes

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  3. Differentiate Expired Documents that have been viewed or not viewed.

    Do not change the document status to Viewed if a cc has opened it, only if the signer has opened

    7 votes

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  4. A panel where customers can see which documents were deleted, and by whom and when.

    6 votes

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  5. Search for documents based on a specific date (created on...)

    6 votes

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

    6 votes

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  7. 6 votes

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  8. 6 votes

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  9. Currently tags appear in no particular order, it would be great to sort them by alphabetical or date created etc.

    6 votes

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  10. When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.

    6 votes

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  11. add photo in the signature certificate

    6 votes

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  12. Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.

    6 votes

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  13. Allow to set waiting for payment and paid Doc statuses outside of payment integrations

    6 votes

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  14. 6 votes

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  15. 6 votes

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  16. Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document

    6 votes

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  17. 6 votes

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  18. Route CRM generated documents into PandaDoc folders

    6 votes

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  19. Select and edit several documents at once.

    6 votes

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  20. 5 votes

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