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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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489 results found

  1. Filter documents by currency.

    1 vote

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  2. 2 votes

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  3. Option to hyperlink attachments within documents, allowing for quick navigation between different sections.

    2 votes

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  4. 2 votes

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  5. Add a filter waiting for others section so they keywords and recipient's email/name can be used

    2 votes

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  6. Customer would like the time timing of the payment pop ups in our platform to be triggered after the document has been viewed by the client. Presenting the payment popup before clients have had the chance to view the proposal may deter them from proceeding to open the document.

    2 votes

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  7. 2 votes

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  8. Ability to add nicknames or notes in contact feature

    2 votes

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  9. With the new feature "x days after signing date", it would be beneficial to have the option of "business days" instead of just "days" so that weekends aren't included in the count.

    4 votes

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  10. Documents are not able to be downloaded via PDF if there are blank pages in the document. This requires the document to be put back into draft status, edited, and re-sent for signature.

    1 vote

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  11. Add the duplicate option to the Home page

    2 votes

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  12. 2 votes

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  13. Customer would like the CSV file in bulk send to automatically synced the phone number from the PandaDoc contacts.

    1 vote

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  14. 1 vote

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  15. 1 vote

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  16. The ability to generate signature certificate no matter the document status (includes, sent, viewed, etc) as proof.

    2 votes

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  17. 1 vote

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  18. Reporting around recipient analytics, to analyze trends around where recipients are getting stuck at on contracts (e.g. abandoning).

    6 votes

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  19. Customer would like to have the platform supported by https://www.spellbook.legal/
    https://www.ivo.ai/

    2 votes

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  20. Hide created documents from other members within the workspace

    1 vote

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