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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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639 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. 4 votes

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  3. Would like to know how many docs are not signed immediately. Preferably 5 minutes from time sent.

    4 votes

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  4. Ability to remove the doc creator name in the document that is being send to the recipients.

    "by <Creator Name>"

    4 votes

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  5. 4 votes

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  6. It would be great if we could save video links into a designated library, then users can quickly add a video to their document without leaving PandaDoc to grab the link.

    4 votes

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  7. To have the option to sort documents made from templates or uploaded

    4 votes

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  8. An option to resize the PDF version of a document before downloading.

    4 votes

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  9. 4 votes

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  10. 4 votes

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  11. Client would like a document portal where their customers can log on and see all documents they need to sign/action, as well as upload their own documents.

    4 votes

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  12. 4 votes

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  13. 4 votes

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  14. Searching a contact within the Contacts tab by postal code/phone number/street address

    4 votes

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  15. Martin would like to be able to search in the global search tool by company and find which and how many documents have been sent to that organization. Perhaps this could be a part of advanced reporting.

    4 votes

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  16. I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document

    Request was added for Mobile app, but could be a common request.

    4 votes

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  17. When tag is applied the date modified time stamp should update. This would allow for better reporting.

    4 votes

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  18. Mass duplicate documents. Checkboxes dont work for this user

    4 votes

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  19. When multiple documents with the same title are downloaded in bulk (documents are bulk uploaded), PandaDoc automatically adds numbers to the file names, which makes it difficult to distinguish between them. It would be helpful to include the recipient’s name in the document title instead.

    3 votes

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  20. We want to keep the archived documents forever

    3 votes

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