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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. Export metadata of a document (signer, date, name, variables from the document, etc)

    7 votes

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  3. 1 vote

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  4. more options to resize Present Mode

    5 votes

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  5. Be able to select multiple contacts and add them to a document while autofilling their email, phone number, name, address that has been added to the created document.

    3 votes

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  6. 1 vote

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  7. Ability to add an image without using a text block and move it from on page to another.

    1 vote

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  8. When you go to the PandaDoc Learning Center and complete a learning path, it would be nice to have a certificate saying you completed the path. For example, if you go through the Admin learning path and complete it all the way, you could be certified as a PandaDoc Admin and have a certificate to show for it.

    1 vote

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  9. Qwilr has a really nice calculator, like an ROI calculator built in, that makes the presentations look really good and show the benefits of our product right there. So, that was a nice get with them.
    https://qwilr.com/features/roi-calculator/

    1 vote

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  10. Be able to pull a report on users and their licenses

    3 votes

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  11. categorize the documents in the completed category so that they are organized based on document type or degree of processing

    4 votes

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  12. Import Contacts using CSV file directly to Pandadoc

    16 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  13. Show page numbers in TOC in exported docx file

    The TOC is working when the heading is clicked but the page numbers are not exported along with TOC

    https://pandadoc.zendesk.com/agent/tickets/436693

    4 votes

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  14. permission to access reporting for Member role

    2 votes

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  15. RON Queue

    1 vote

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  16. Option to filter document in reporting via recipients name

    5 votes

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  17. Ability to download PDFs with the document tags from PandaDoc, so they can be tracked outside of PandaDoc that way.

    4 votes

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  18. There should be an option online to change the subscription plan to Free eSign plan.

    2 votes

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  19. Option to set expiration for link shared with the recipient.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  20. 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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