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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Many of our sent proposals are being marked as Viewed even though the client has yet to open the URL. This is due to their strong spam filters opening the links automatically in a sandbox environment before delivering the email as safe to the staff mailbox.

    Two items that could improve accuracy for the Panda view status here:

    1) How long after sending did the link/s get opened? If it was within 1-2 minutes it is highly likely a spam filter

    2) Consider including an extra link in the body of the email. If this was clicked within seconds of…

    2 votes

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  2. 5 votes

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  3. 6 votes

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  4. If there is a content placeholder (smart content) with several rules, based on several tokens/variables, option to have a list them.

    5 votes

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  5. 1 vote

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  6. Hide Contacts section from team members

    2 votes

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  7. Would love to see notifications in-app when new features are released. It would help as sometimes people click out of the update banner and cant get back to it again.

    1 vote

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  8. 1 vote

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  9. Control the signature order,for example, such that after the 2nd signatures, I need a manual control so that all the documents go at the same time to the 3rd signer

    2 votes

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  10. connect 2 PandaDoc accounts to Pipedrive at the same time

    3 votes

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  11. 7 votes

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  12. ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers

    1 vote

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  13. To have the option to directly manage integrations via Integrately.

    6 votes

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  14. 1 vote

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  15. Option to create documents in page layout view instead of one long doc: Pandadoc seems to favour creating one long doc, like a webpage - I know you can add page breaks but it would be good to just have the option to work in a page layout view, like you would in google docs or something - the 'add page break' feature is a bit annoying, if I only intend to create a proposal or contract as a PDF, why not let me design it as such with pre-payout out pages.

    Thanks

    4 votes

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  16. Option to sync Deal amount to Document value with out the use of pricing table

    6 votes

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  17. Ability to see the width of a given box and than adjust the others until they are the same width

    6 votes

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  18. once the document is completed and the recipient receive a signed pdf copy,
    I want the system to automatically add "signed" to the doc file name

    6 votes

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  19. 26 votes

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  20. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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