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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Access to better video analytics like being able to see how many minutes people spend looking at videos and how many times they've viewed it, etc.

    7 votes

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  3. The option to delete Timeline on the Dashboard.

    8 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  4. 5 votes

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  5. 1 vote

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  6. Be able to see upcoming subscription renewals beyond 90 days (see the upcoming subscription renewals which have > 90 days before they come into action)

    7 votes

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  7. 15 votes

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  8. In the Send Document box, to add bullets, indentions in the body of the message box before sending the document.

    13 votes

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  9. Automatic backup of documents and statistics.

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  10. 2 votes

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  11. Put the report regarding bulksend sucsses or failure in the folder alongside with the documents stored.

    3 votes

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  12. The option to export a CSV showing individual people (bulksend option of sending) and the status of the document they have been sent.

    4 votes

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  13. Embed time slots for booking a meeting to the document. Integration with Chili Piper or other application that will allow to embed the time slots for booking a meeting to the document.

    33 votes

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    6 comments  ·  Other  ·  Admin →
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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!

  14. A way to set a default signing order for the entire account that is applied to all documents sent from that account.

    19 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  15. Have an ability to create a button "Please pay by clicking on the...."
    So you can drag and drop that button unde the pricing table and add text like "Please pay certain amount by clicking on the green button in the right top corner".
    As in some cases clients do not see the small green button to submit the payments.

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  16. How about moving the "Get Started" in the bottom right corner? It's not located in a very good spot - it's in the way of chat.

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  17. If the PDF is not flattened, some content can be missed after upload

    18 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  18. live web document without having to assign 'Role'

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. 1 vote

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  20. Michael from Autodesk reported that their PandaDoc document recorded 1 second of view time for each user shortly after they sent it.

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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