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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. When using only the API to facilitate signers as recipients that do not have official pandadoc accounts, it becomes cumbersome when multiple documents require them to sign. Instead of storing previous signatures that they could use for another, they have to sign for each document. If it was possible to have recipients reuse signatures based on their email, this would significantly improve the ease of use for electronically signing.

    8 votes

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  2. In addition to creating documents, customers would also like to create slideshow/ppt presentations

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  3. customize the outgoing message based on template

    8 votes

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  4. The option to delete Timeline on the Dashboard.

    8 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  5. Ability to change PandaDoc icon in email (not workspace logo/profile image).

    7 votes

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

    7 votes

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  7. be able to add smart content into the document header

    7 votes

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    1 comment  ·  Other  ·  Admin →
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  8. Do something like a bulk send, where instead of sending I just get links to the documents I've created with my merge fields.

    7 votes

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  9. currently with SSO enforced users can only go into a fixed workspace and can't accept invites to other workspaces until they are in the fixed workspace. would be helpful to be able to either log in through SSO and be placed in fixed workspace or send invite to any workspace and ignore the fixed workspace

    7 votes

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  10. 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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  11. 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.

    7 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. 7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  13. 7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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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  19. 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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  20. Customer would like the ability to extract data from the actual content of the document

    6 votes

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    1 comment  ·  Other  ·  Admin →
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