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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7570 results found

  1. 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.

    4 votes

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  2. Anyone with access to the document can pay an assigned amount
    No need to specify the payer's email address

    4 votes

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  3. It would be a great idea to have an typeable as well as selectable date control where by user can type the date rather then current select a date(s) by clicking.

    It is difficult to select lets say 01/01/1985. One has to select right year, followed by month and date.

    6 votes

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  4. send the document to recipients first before sending for approval

    4 votes

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    0 comments  ·  Approvals  ·  Admin →
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  5. Enable a left and right border like the header and footer that allows for customization of the left and right border in addition to the header and footer. Allow for images and bars to frame the page.

    2 votes

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  6. 1 vote

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  7. Would like to have training videos available in French

    1 vote

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  8. Re-add the refresh token option in EV2

    2 votes

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  9. 1 vote

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    0 comments  ·  Forms  ·  Admin →
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  10. Ability to remove the grey pic of an image block if the image hasn’t been added in a downloaded PDF in EV2.

    1 vote

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  11. Files can be drag and dropped into a collect files field

    1 vote

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  12. Recipient should be able to still view the document after expiration

    8 votes

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  13. I would like to have the ability as a document reviewer to be able to make a quick edit to a document in the "for approval" category without having to go through the full edit and approval process.
    Current Steps:
    1. Receive doc for review
    2. Review - while reviewing you see a necessary change
    3. You must click "Edit Document" and make your desired edits
    4. I then have to resubmit for review
    5. Review
    6. Approve

    As a reviewer role, I should be able to edit the document within my review and approve all at once which would…

    76 votes

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    6 comments  ·  Approvals  ·  Admin →
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  14. Simplify the process of pulling fields when there are many to be added.

    7 votes

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  15. Pricing table "enable quantity editing" set as required field

    3 votes

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  16. Would like to upload a “pdf” in the middle of content blocks without converting into a jpg

    3 votes

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  17. 1 vote

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  18. Select multiple text boxes to cleanly copy/paste into Word or Outlook

    (originally spoke to Raena Aniban on support)

    2 votes

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  19. Forms can be uploaded as a static document, without signing/sending features.

    1 vote

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  20. Signature cannot be placed until all required fields are completed

    9 votes

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