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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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    • Will allow the user tp download the audit trail in PDF form
    5 votes

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  1. more options to resize Present Mode

    5 votes

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  2. Ability to set the display recipient's email address and not their names in the list view.

    5 votes

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    2 comments  ·  Other  ·  Admin →
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  3. be able to add smart content into the document header

    5 votes

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

    5 votes

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  5. Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent, viewed, expired and completed documents that allow management to track team performance easily

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  6. 5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  7. Public comments are available by default (for now, private comments come by default).

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. 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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  9. Ability to choose the position of the signature certificate reference on a printed document (now it's at the bottom of the page by default)

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  10. 5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. label documents as wet signature completed

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  12. 5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  13. 5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  14. Automatic backup of documents and statistics.

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  15. 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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  16. 5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  17. 4 votes

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  18. Disabling Save Template Prompt:

    Issue: The system prompts you to save a template after each sent message, which you find unnecessary.
    Suggestion: Implement an option to disable the automatic prompt asking to save messages as templates. This allows users who frequently use the same templates, or who prefer not to be prompted, to streamline their workflow.

    4 votes

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  19. Customer would like the ability to extract data from the actual content of the document

    4 votes

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    1 comment  ·  Other  ·  Admin →
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