Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).

    9 votes

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    2 comments  ·  Other  ·  Admin →
  2. add a contact group (one name) with 3 email address inside it.

    example: Contact name: Admin with 3 email address inside i.e. abc@support, 123@support and xyz@support

    9 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  3. Allow for KBA: Knowledge Based Authentication

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  4. Make it so that each user can have unique signature settings (Draw, Type, etc) Instead of having to set this setting for the whole workspace.

    8 votes

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    2 comments  ·  Other  ·  Admin →
  5. 8 votes

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    0 comments  ·  Other  ·  Admin →
  6. At the moment (July 24 2020) in EV 2.0 it's not possible to change the font size and font family in catalog item description and there is no ANY text formatting for catalog item "Name". So the request is to implement text formatting for "Name" and ability to change font size & font family for catalog item description. This functionality is needed to have everything set up when you insert a catalog item into the pricing table.

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
  7. In the Send Document box, to add bullets, indentions in the body of the message box before sending the document.

    7 votes

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    0 comments  ·  Other  ·  Admin →
  8. Advanced Electronic Signature for our documents

    7 votes

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    0 comments  ·  Other  ·  Admin →
  9. 7 votes

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    1 comment  ·  Other  ·  Admin →
  10. Change the document sender to any email without using Send on behalf.

    6 votes

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    0 comments  ·  Other  ·  Admin →
  11. Send a receipt from PandaDoc for the paid document.

    6 votes

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    1 comment  ·  Other  ·  Admin →
  12. 6 votes

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    0 comments  ·  Other  ·  Admin →
  13. 6 votes

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    0 comments  ·  Other  ·  Admin →
  14. It's set randomly now for every new contact.

    6 votes

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    0 comments  ·  Other  ·  Admin →
  15. Export all data from PandaDoc

    5 votes

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    0 comments  ·  Other  ·  Admin →
  16. I would like to set up two approvers on all my templates - first our head of sales and then second our CEO. Would it be possible to somehow make sure that the 1st approver doesn't need to approve the document again if the CEO makes an edit on it?

    So, if the document is approved by CEO, the sales rep won't need to approve but if the sales rep approves it, CEO will still need to approve it.

    5 votes

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    0 comments  ·  Other  ·  Admin →
  17. Be able to export a particular documents usage: who has viewed, downloaded, completed.

    5 votes

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    1 comment  ·  Other  ·  Admin →
  18. ability (button) to download a PDF of a Form

    4 votes

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    0 comments  ·  Other  ·  Admin →
  19. Administrator license - to be used by the account owner to still have access to invite users and manager roles and workspaces, but does not need to create, upload, edit, send, or even read and approve docs.

    4 votes

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    0 comments  ·  Other  ·  Admin →
  20. option within forms to automatically forward someone to a provided URL after they submit the form

    4 votes

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    0 comments  ·  Other  ·  Admin →
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