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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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480 results found

  1. Save signature created in PD as PNG.

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  2. Make it so that each user can have unique signature settings (Draw, Type, etc) Instead of having to set this setting for the whole workspace.

    22 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  3. 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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  4. 1 vote

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  5. 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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  6. The option to delete Timeline on the Dashboard.

    8 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  7. 5 votes

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  8. 1 vote

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  9. 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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  10. 13 votes

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  11. 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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  12. Automatic backup of documents and statistics.

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  13. 2 votes

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  14. Put the report regarding bulksend sucsses or failure in the folder alongside with the documents stored.

    3 votes

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  15. The option to export a CSV showing individual people (bulksend option of sending) and the status of the document they have been sent.

    1 vote

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  16. Embed time slots for booking a meeting to the document. Integration with Chili Piper or other application that will allow to embed the time slots for booking a meeting to the document.

    31 votes

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    Idea  ·  6 comments  ·  Other  ·  Admin →
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  17. A way to set a default signing order for the entire account that is applied to all documents sent from that account.

    17 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  18. Have an ability to create a button "Please pay by clicking on the...."
    So you can drag and drop that button unde the pricing table and add text like "Please pay certain amount by clicking on the green button in the right top corner".
    As in some cases clients do not see the small green button to submit the payments.

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  19. How about moving the "Get Started" in the bottom right corner? It's not located in a very good spot - it's in the way of chat.

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  20. 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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