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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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470 results found

  1. The ability to see what kind of device your recipient used when signing/opening the document

    3 votes

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  2. 1 vote

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  3. Email validation for contacts

    8 votes

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  4. 5 votes

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  5. Add a PACKAGE between Essentials and Business.

    Many businesses only need to capture binding signatures, tracking, and maybe templates (current or owned business templates).

    Our type of business has no need for content library, forms, catalog, or any of the integrations.

    A package with business branding, capture binding signatures, tracking, templates, and other basic features like the dashboard in between ESSENTIALS & BUSINESS around $25 would be a good package to promote.

    1 vote

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  6. 1 vote

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  7. Prefill fields on the form when it opens.

    11 votes

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  8. Public comments are available by default (for now, private comments come by default).

    5 votes

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  9. Be able to add custom logic after a regular (not embedded) document is completed. For example, count the number of users, who completed documents, created from the specific template (document completed event = +1 to the variable, which counts the number of users, who completed)

    5 votes

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  10. 1 vote

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  11. Revenue generated is misleading (Total € for completed docs). It should not be on the SENT document column but in the completed!
    Moreover we would like to see the OPEN Revenue, the COMPLETED Revenue and the difference (VIEWED).
    There is also need of a report for all manually completed documents. Otherwise it is impossible to track them down since they do not appear in these reports.

    6 votes

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  12. Add eyedropper to color picker in the Template and Document Editor for selecting font and background colors from logos and images

    5 votes

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  13. Be able to block emails about billing/invoices/payments/receipts or to select which to block. For example, block only receipts or receipts + billing emails

    4 votes

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  14. At the moment only the volume based (API, Bulk send, Forms, etc) add-ons are displayed in PandaDoc Settings -> Billing. If the client is on Business plan with renewal add-on, the client won' see it. So the feature request is to be able to see all the add-ons you've bought

    1 vote

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  15. At the moment it is possible to see only paid invoices in PandaDoc Settings -> Billing. The feature request is to be able to see & access pending invoices via PandaDoc Settings -> Billing (like via "hosted invoice" link)

    3 votes

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  16. Compression feature within PandaDoc once downloading PDF (reduce size of PDFs)

    34 votes

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    4 comments  ·  Other  ·  Admin →
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    Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are planning on offering something similar to it in the near future. We can’t give you the exact timeline of when it will be ready, but we can tell you that it’s already in the works and we’ll have it available in one of our upcoming releases.
    We will be communicating it through our product newsletter and via alerts inside PandaDoc.

  17. 146 votes

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    18 comments  ·  Other  ·  Admin →
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  18. Be able to update the recipient (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts

    9 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  19. Client would like a way for the sender address variable to automatically be filled in each time a document or template is created.

    3 votes

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  20. Make images in the ws list look beautiful.

    1 vote

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