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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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257 results found

  1. Read Receipt/Report once document has been viewed

    1 vote

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  2. Pricing & Package

    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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  3. PandaDoc video tutorials to be posted in Youtube

    1 vote

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  4. The ability to customize the Finalize document button

    4 votes

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  5. Edit contact in the document

    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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  6. Remove Terms and Conditions message for CC recipients

    1 vote

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  7. Display all bought add-ons in PandaDoc Billing

    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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  8. Video Analytics

    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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  9. Images in WS list

    Make images in the ws list look beautiful.

    1 vote

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  10. Support SMTP servers

    I don't know if this is something Microsoft is doing, but it appears this way - I think Outlook recognises that the "from" address of the person sending the email is different from emails previously received from that person.

    Can you please investigate, or suggest some ways to stop this from happening? For example, can we use our own Outlook SMTP server?

    4 votes

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  11. Option to resize the workspace icon

    Option to resize the workspace icon

    2 votes

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  12. Save signature created in PD as PNG

    Save signature created in PD as PNG.

    6 votes

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  13. See upcoming subscription renewals

    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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  14. Recognize pricing tables (and calculate the document value) after the document/template is created via upload based on the pdf of the PD doc

    1 vote

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  15. Saved messages upload between workspaces

    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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  16. Email optimization for Ms Outlook

    Optimize the incoming emails to avoid cropped views, etc.

    2 votes

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  17. filter contacts

    Filter contacts in PandaDoc based on contact info when adding as a recipient

    7 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  18. On-Premises hosting

    3 votes

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  19. Automatic backup

    Automatic backup of documents and statistics.

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  20. auto-populate images depending on who is sending the document

    auto-populate images depending on who is sending the document

    1 vote

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