Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. As of right now, email notifications (viewed, completed, failed) are sent to whoever sends the document. This feature would allow for that to be customized- allowing for different individuals to receive these emails.

    2 votes

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  2. 2 votes

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  3. Public comments are available by default (for now, private comments come by default).

    2 votes

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  4. insert line breaks in tokens/variables

    2 votes

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  5. 2 votes

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  6. Be able to add custom logic after a regular (not embedded) document is completed. For example, count the number of users, who completed documents, created from the specific template (document completed event = +1 to the variable, which counts the number of users, who completed)

    2 votes

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  7. Revenue generated is misleading (Total € for completed docs). It should not be on the SENT document column but in the completed!
    Moreover we would like to see the OPEN Revenue, the COMPLETED Revenue and the difference (VIEWED).
    There is also need of a report for all manually completed documents. Otherwise it is impossible to track them down since they do not appear in these reports.

    2 votes

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  8. Add eyedropper to color picker in the Template and Document Editor for selecting font and background colors from logos and images

    2 votes

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  9. At the moment it is possible to see only paid invoices in PandaDoc Settings -> Billing. The feature request is to be able to see & access pending invoices via PandaDoc Settings -> Billing (like via "hosted invoice" link)

    2 votes

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  10. Compression feature within PandaDoc once downloading PDF (reduce size of PDFs)

    2 votes

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  11. Be able to update the recipient (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts

    2 votes

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  12. Customer is interested in having a notification for "legal clause deviations"

    example - if a legal clause is amended or changed in draft status the Admin gets notification that the clause has been changed (so they dont have to go digging through revision history - the part thats been changed is highlighted or called out)

    2 votes

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  13. 2 votes

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  14. 2 votes

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  15. 2 votes

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  16. 2 votes

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  17. Ability to choose the position of the signature certificate reference on a printed document (now it's at the bottom of the page by default)

    2 votes

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  18. 2 votes

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  19. 2 votes

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  20. The option to see the last time the team member logged in.

    2 votes

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