Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Hide some pages from one of the signers

    4 votes

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  2. Save several signatures under one profile.

    4 votes

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  3. 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.

    4 votes

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  4. Route CRM generated documents into PandaDoc folders

    4 votes

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  5. the info that the client fills in into the fields on the first page to be populated into the tokens on the rest of the pages in the contract aka associate the field value with thу tokens and update the tokens in real-time based on the value in these fields

    4 votes

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  6. Select and edit several documents at once.

    4 votes

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  7. 3 votes

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  8. Client would like a document portal where their customers can log on and see all documents they need to sign/action, as well as upload their own documents.

    3 votes

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  9. Option to return the document status back to completed if the document was unintentionally edited and no changes were actually applied/option to restore the signed version

    3 votes

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  10. 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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  11. Set the expiration date before sending the document.

    3 votes

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  12. 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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  13. 3 votes

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  14. option to send completed documents to a specific email address automatically

    3 votes

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  15. Import to Editor tool to convert Google Docs or Word Online files into editable PandaDoc documents and templates.

    3 votes

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  16. 3 votes

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  17. can add a link to template or document and make it mandatory to click before completing the document.

    3 votes

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  18. save document location on per template basis - i.e. if create document from NDA template that's in NDA folder, want PD to recognize that it should save in NDA doc folder

    3 votes

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  19. Adjust signing order for sent documents without having to edit and resend the document

    3 votes

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  20. Assign specific dates from which the recipients may sign the document

    3 votes

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