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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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276 results found

  1. In short PandaDoc didn't confirm that I would be charged when I clicked the button. It just said that I would need to upgrade. I felt kinda shady or unethical.

    1 vote

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  2. Advance reporting to show total time viewed on each document.

    10 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  3. 13 votes

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  4. 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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  5. customize the outgoing message based on template

    6 votes

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  6. If the PDF is not flattened, some content can be missed after upload

    13 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  7. Upload a document option directly from contacts tab like in EV1

    1 vote

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  8. 4 votes

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  9. 1 vote

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  10. add a contact group (one name) with 3 email address inside it.

    example: Contact name: Admin with 3 email address inside i.e. abc@support, 123@support and xyz@support

    24 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  11. List all the documents, which require client's/mine signature

    1 vote

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  12. The option to delete Timeline on the Dashboard.

    8 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  13. 1 vote

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  14. 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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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. 1 vote

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  16. Working TOC in PDF files (after downloading).

    24 votes

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  17. 4 votes

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  18. ability to change the contact's name in the document

    3 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  19. More descriptive error messages for PDF printing blocked by pop-up blocker.
    The error message says "something went wrong with pdf file generation" and Support confirmed that the error is caused when a browser blocks popups. The error message would be more useful if it instructed the user to disable popup blockers.

    4 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  20. Auto-correct feature in or chat or email portal when submitting a request.

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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