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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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507 results found

  1. Notarize more than one document per session without bundling.

    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. Give the ability to sort by user name, email name or license type alphabetically. Makes it easier to see which user has a certain license or if a certain user is on the team.

    12 votes

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  3. 69 votes

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    7 comments  ·  Other  ·  Admin →
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  4. Option to send leaderboard reports via email on a recurring basis.

    5 votes

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  5. Latest activity in template level

    • will allow user's to view how long a user stayed in a page
    1 vote

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  6. 4 votes

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  7. 3 votes

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  8. Option to view all workspaces from the dashboard.

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

    7 votes

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  9. payment option using Authorize.net to delay based on a value in Salesforce

    1 vote

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  10. Hyperlink image in PDF

    The image with hyperlinks works in PandaDoc but it is not clickable in PDF.

    https://pandadoc.zendesk.com/agent/tickets/407458

    1 vote

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  11. Open the hyperlinks from PDF in the different tab as for now if you click on the hyperlink, it opens in the same window and you need to click back in the browser to get back to the PDF.

    https://pandadoc.zendesk.com/agent/tickets/407458

    1 vote

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  12. Resize the table in the Reporting section

    1 vote

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  13. Auto-update contacts in PandaDoc once they're updated in Google.

    2 votes

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  14. Instead of having to download the folders with documents separately.

    2 votes

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  15. Able to preview a link with customized branding settings like logo and look and feel when shared in social media sites. Please add this option

    We will be sharing links to proposals in messenger services like on LinkedIn. We want the preview to be branded with our company, not pandadoc.... where are the settings to customize the link preview and icons that show?

    1 vote

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  16. Would be great to be able to sort Contact book by Company alphabetically.

    3 votes

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  17. Ability to update the contacts list via mobile application!

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  18. The client would like to be able to see messages written (the message you can write before sending where we might use saved messages) even after a document has expired, for example. Can there be a way to do this without having to be CC on the document?

    2 votes

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  19. 1 vote

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  20. After the bulk send is sent out, generate a list of the emails and their status, such as failed, received, etc

    7 votes

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