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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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737 results found

  1. 1 vote

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  2. In the Reporting tab where you can see all your documents we would like to able to sort and order the documents by the headers and be able to search all the documents by more than just the title.

    1 vote

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  3. 1 vote

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  4. checkpoints for new hire employee bundles
    multiple document status (progress bar), percentage to complete, what page they have completed, or page "x of y"

    1 vote

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  5. Be able to pull data on the best time for your customer base to send documents, that will lead to a higher close rate

    1 vote

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  6. Ability to export selected PDFs from multiple searches in a single batch

    1 vote

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  7. 1 vote

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  8. user to fill and sign only once, and then two copies are generated based on the one user filled and signed.

    1 vote

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  9. 1 vote

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  10. 1 vote

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  11. 1 vote

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  12. 1 vote

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  13. WOULD LIKE A LOCAL DOWNLOAD WITHOUT PDF - FOR SALES PRESENTATIONS and click on video - does not want to rely on internet. prefers to have rolling pages vs pagebreaks for a smoother experience. (Analog audience)

    1 vote

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  14. keep library items in new document with transfer data to feature. currently, content added from the library doesnt transfer over

    1 vote

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  15. You should add a "clear local storage and try again" button to the error message when a file fails to convert.


    I've run into multiple problems uploading files that I want to become editable.

    Each time, a support agent was able to upload the file for me, but I was not.

    Each time, they asked me to clear my cache and try again (which also did not work).

    Clearly there's something wonky with the state my machine gets into, and I'll bet I'm not alone.

    If you add a button that does this, then you alleviate your support system if…

    1 vote

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  16. It will be helpful for the audit to search for documents where suggested edits (redlining) were used or to add redlining column to the activity report

    1 vote

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  17. Have a pop up on the new document wizard window as it is not clear what will happen after you add recipients and then go to editing document

    1 vote

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  18. Limit the user of the bulk send

    1 vote

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  19. 1 vote

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  20. 1 vote

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