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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. In short PandaDoc didn't confirm that I would be charged when I clicked the button. It just said that I would need to upgrade. I felt kinda shady or unethical.

    1 vote

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  2. Upload a document option directly from contacts tab like in EV1

    1 vote

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  3. Generate a list (CSV) of the recipients who have completed the proposal.

    1 vote

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  4. 1 vote

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  5. List all the documents, which require client's/mine signature

    1 vote

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  6. The ability to see what kind of device your recipient used when signing/opening the document

    1 vote

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  7. 1 vote

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  8. Add a PACKAGE between Essentials and Business.

    Many businesses only need to capture binding signatures, tracking, and maybe templates (current or owned business templates).

    Our type of business has no need for content library, forms, catalog, or any of the integrations.

    A package with business branding, capture binding signatures, tracking, templates, and other basic features like the dashboard in between ESSENTIALS & BUSINESS around $25 would be a good package to promote.

    1 vote

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  9. 1 vote

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  10. 1 vote

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  11. At the moment only the volume based (API, Bulk send, Forms, etc) add-ons are displayed in PandaDoc Settings -> Billing. If the client is on Business plan with renewal add-on, the client won' see it. So the feature request is to be able to see all the add-ons you've bought

    1 vote

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  12. Make images in the ws list look beautiful.

    1 vote

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  13. 1 vote

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  14. auto-populate images depending on who is sending the document

    1 vote

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  15. Auto-correct feature in or chat or email portal when submitting a request.

    1 vote

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  16. alphabetize CLIs when adding them to a template/document

    1 vote

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  17. Display the informative error message, when a document can't be downloaded because of the invalid image link in a document

    https://pandadoc.zendesk.com/agent/tickets/190452

    1 vote

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  18. Internet explorer compatibility

    1 vote

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  19. 1 vote

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  20. Option to resize the workspace icon

    1 vote

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