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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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  1. 7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. Being able to run a report to view all of the documents there are collaborators on.

    6 votes

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    2 comments  ·  Other  ·  Admin →
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  8. smart content: more than one rule

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  9. 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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  10. Generate a list (CSV) of the recipients who have completed the proposal.

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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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.

    6 votes

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

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  14. Save signature created in PD as PNG.

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. 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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  16. Filter contacts in PandaDoc based on contact info when adding as a recipient

    6 votes

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

    5 votes

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

    5 votes

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  19. ability to adjust page numbering height that is shown in the PDF

    5 votes

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  20. Instead of having to add the initial box to the bottom of the pages of a document be able to add the initial box in the footer.

    5 votes

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