Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Allow user to transfer document from a workspace to another

    1 vote

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  2. Restrict access for team members (admins, managers) to separate documents

    1 vote

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  3. 2 votes

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  4. 1 vote

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  5. When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
    At the moment when deleting a user from a document and adding a new user, the variable data remains the same (old user data remains).

    1 vote

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  6. Be able to return to the Inbox on the completed document screen (rather than going to a new tab or re-opening PandaDoc).

    2 votes

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  7. 1 vote

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  8. 1 vote

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  9. Show a summary of document activity in the 'Reporting' section, to include visibility of which documents have the most comments made against them. Will allow easier tracking of which documents have the biggest hang ups and why.

    1 vote

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  10. Need to be possible to send the completed document back to the users and have them only make the required corrections into the needed fields

    2 votes

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  11. Should be possible to add conditional statements into a template? For example, if a variable equals something, include a certain line of text.

    4 votes

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  12. 1 vote

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  13. Make an Attachment that will have the recipients open and acknowledge.

    2 votes

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  14. Scan document with computer vision (or just date.variables) for contract start date and automatically set Renewal Reminders.

    1 vote

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  15. I want 100% of the document going out to be approved.
    I have salespeople who create their own stuff and send them without approval. Having an approval system across all documents would help make sure all that goes out is as it should be.

    1 vote

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  16. Ability to change document status from within the Editor.

    1 vote

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  17. It would be great to have the email from a sent PD document to appear in gmail sent items as if were sent natively from Gmail.

    1 vote

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  18. is there a feature whereby all the CC emails I add to the PandaDoc document .. to have validation that they MUST view the document at least once before making the document "Completed"?

    2 votes

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  19. 1 vote

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  20. Marketing - Would like data analytics on content blocks. Can currently track analytics on pages through other resources. Would like more granular data on specific content blocks and how long the recipient is lingering on particular sections within a one pager. GOAL: understanding content within a one-pager that. is capturing the audience to expand on that specific content.

    1 vote

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