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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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343 results found

  1. The option to delete Timeline on the Dashboard.

    7 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  2. 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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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  3. It's set randomly now for every new contact.

    7 votes

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  4. Be able to export a particular documents usage: who has viewed, downloaded, completed.

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  5. I have property managers who have one email but manage 10+ properties. Currently bulk send does not allow me to send multiple documents to a single email address

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Automatic conversion of Excel file to PDF within PandaDoc (this is a docusign feature)

    6 votes

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  7. create a report from the documents created per recipient

    6 votes

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    2 comments  ·  Other  ·  Admin →
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  8. 6 votes

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  9. Ability to change the sender email when sending via Bulk send.

    6 votes

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  10. Option to have the signer read the document before signing

    • will allow the sender to have the signer to read all of the pages or specific pages before signing in
    5 votes

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    1 comment  ·  Other  ·  Admin →
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  11. Option to view all workspaces from the dashboard.

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

    5 votes

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  12. Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents because a process may extend beyond 6 months, causing friction with any team members who do not have access to a PandaDoc account.

    5 votes

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  13. Ability to get the IP or I identify who access the document using Audit Trail

    5 votes

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    2 comments  ·  Other  ·  Admin →
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  14. Administrator license - to be used by the account owner to still have access to invite users and manager roles and workspaces, but does not need to create, upload, edit, send, or even read and approve docs.

    5 votes

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  15. 5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  16. I'm looking to find a way to send documents for e-sign that once is signed by all participants they can not see each other emails on the certificate.

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  17. Be able to add custom logic after a regular (not embedded) document is completed. For example, count the number of users, who completed documents, created from the specific template (document completed event = +1 to the variable, which counts the number of users, who completed)

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  18. Revenue generated is misleading (Total € for completed docs). It should not be on the SENT document column but in the completed!
    Moreover we would like to see the OPEN Revenue, the COMPLETED Revenue and the difference (VIEWED).
    There is also need of a report for all manually completed documents. Otherwise it is impossible to track them down since they do not appear in these reports.

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. Add eyedropper to color picker in the Template and Document Editor for selecting font and background colors from logos and images

    5 votes

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  20. 5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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