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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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489 results found

  1. Ability to save PandaDoc documents as p7m files

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  2. Add image option in Saved messges

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  3. Deactivating Contacts

    Deactivating Contacts Option
    - Having an active contact folder or option
    - Having an inactive contact area

    7 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. 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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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  5. 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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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  6. 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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  7. Hide Grand Total Settings

    Hide the grand total settings ($0.00 at the top of a doc). We don't using the billing function at all and it's confusing to our new users.

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  8. Export Report of a Single Document

    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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  9. Recipient Analytics Reporting

    Reporting around recipient analytics, to analyze trends around where recipients are getting stuck at on contracts (e.g. abandoning).

    6 votes

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  10. Contacts: Same Email for a user but with other different contact details

    Ability to create contacts with the same email address but different details

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  11. Ability to add a phone number used for recipient verification to the signature certificate.

    Ability to add a phone number used for recipient verification to the signature certificate.

    6 votes

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    1 comment  ·  Other  ·  Admin →
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  12. Export metadata of a document

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

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  13. smart content in header

    be able to add smart content into the document header

    6 votes

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

    Option to view all workspaces from the dashboard.

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

    6 votes

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  15. Different types of signatures for the same person

    Ability to use two different signatures for the same person (for example draw and type)

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  16. Recipients list

    Generate a list (CSV) of the recipients who have completed the proposal.

    6 votes

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  17. Add eyedropper to color picker for selecting font and background colors from logos and images

    Add eyedropper to color picker in the Template and Document Editor for selecting font and background colors from logos and images

    6 votes

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  18. Ability to turn off the location that appears in Audit Trail

    6 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  19. customize the outgoing message based on template

    customize the outgoing message based on template

    6 votes

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  20. Descriptive Error Messages

    More descriptive error messages for PDF printing blocked by pop-up blocker.
    The error message says "something went wrong with pdf file generation" and Support confirmed that the error is caused when a browser blocks popups. The error message would be more useful if it instructed the user to disable popup blockers.

    6 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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