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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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464 results found

  1. Hide the grand total settings ($0.00 at the top of a doc). We don't using the billing function at all and it's confusing to our new users.

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  2. Be able to export a particular documents usage: who has viewed, downloaded, completed.

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  3. Since I already apply variables on my templates titles, I would like to use it when I also use Bulk Send. This will allow me to quickly recognize the client when the document is created inside the folder.

    6 votes

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    1 comment  ·  Other  ·  Admin →
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  4. Customer would like to create a custom field under contacts

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  5. Being able to run a report to view all of the documents there are collaborators on.

    6 votes

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    2 comments  ·  Other  ·  Admin →
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  6. Option to view all workspaces from the dashboard.

    An option that will allow the user to view all of his workspace from the dashboard.

    6 votes

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  7. Generate a list (CSV) of the recipients who have completed the proposal.

    6 votes

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  8. 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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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  9. customize the outgoing message based on template

    6 votes

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  10. Save signature created in PD as PNG.

    6 votes

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  11. Is there a way to mass upload messages to workspaces, or does it have to be done manually one by one?

    6 votes

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  12. Ability to change the sender email when sending via Bulk send.

    6 votes

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  13. Ability to change PandaDoc icon in email (not workspace logo/profile image).

    5 votes

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  14. ability to adjust page numbering height that is shown in the PDF

    5 votes

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    • Will allow the user tp download the audit trail in PDF form
    5 votes

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  15. Do something like a bulk send, where instead of sending I just get links to the documents I've created with my merge fields.

    5 votes

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  16. smart content: more than one rule

    5 votes

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  17. 5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  18. Public comments are available by default (for now, private comments come by default).

    5 votes

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  19. 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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    Idea  ·  1 comment  ·  Other  ·  Admin →
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