Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. The available currency on PandaDoc pricing table and in Editor 2.0 does not list the new updated currency of Israel which is NIS or New Israel Sekel. The old currency was listed as ILS Israeli New Sheqels was the old currency.

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  2. 1 vote

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  3. Client would like a way to see how often they've quoted a particular line item in an export feature to track these statistics

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  4. 1 vote

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  6. ClientPay is the best processor we have found and we would like to be able to attach our account and collect payments as part of the contract we send through PandaDoc!

    clientpay.com

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  7. Add the ability to record a video before sending the contract. Youtube etc should not be needed, use the webcam on the computer and record directly. It should be shown to the recipient when the document is opened and NOT be a part of the contract itself. This is a great way to do a personalized experience to a customer. Like "Hi xyz, Here is the document we talked about earlier today. Hope your round of golf will be great this afternoon.". A good way of increasing closing rate.

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  8. Appreciate your email mate, the main issue I had was that I chose PandaDoc to perform quoting, proposals and contract tracking. But the contracts management was not available unless I chose an enterprise package. I run my company by myself so I couldn’t justify the additional costs for the platform is all.

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. 0 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. Growth Team: Increase CR with interactive onboarding for EV2

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  16. Features to enabel deal rooms made up of different members of the sales team, sales management, legal, etc

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  17. Status/list between sent & viewed. We have actions for "email opened" but can only see this on the doucment level. Knowing an email was opened and they choose not to open the doc could help sales reengage the prospect

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  18. The first page of the document opens within a second and new pages load as you go through the document. Each page is available for editing almost as soon as you can see it.

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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