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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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293 results found

  1. Accessability of PDFs in PandaDoc

    PDF's created trough PandaDoc contain accessibility https://helpx.adobe.com/acrobat/using/create-verify-pdf-accessibility.html

    8 votes

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  2. Change the color of a default contact picture

    It's set randomly now for every new contact.

    8 votes

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  3. Admin License

    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.

    7 votes

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  4. Hide signers' email addresses on the signature certificate

    I'm looking to find a way to send documents for e-sign that once is signed by all participants they can not see each other emails on the certificate.

    7 votes

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  5. Ability to save PandaDoc documents as p7m files

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  6. Add image option in Saved messges

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  7. Deactivating Contacts

    Deactivating Contacts Option
    - Having an active contact folder or option
    - Having an inactive contact area

    7 votes

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  8. Video Analytics

    Access to better video analytics like being able to see how many minutes people spend looking at videos and how many times they've viewed it, etc.

    7 votes

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  9. Delete Timeline from Dashboard

    The option to delete Timeline on the Dashboard.

    7 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  10. See upcoming subscription renewals

    Be able to see upcoming subscription renewals beyond 90 days (see the upcoming subscription renewals which have > 90 days before they come into action)

    7 votes

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  11. Hide Grand Total Settings

    Hide the grand total settings ($0.00 at the top of a doc). We don't using the billing function at all and it's confusing to our new users.

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  12. Export Report of a Single Document

    Be able to export a particular documents usage: who has viewed, downloaded, completed.

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  13. Option to view all workspaces from the dashboard

    Option to view all workspaces from the dashboard.

    An option that will allow the user to view all of his workspace from the dashboard.

    6 votes

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  14. Recipients list

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

    6 votes

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  15. Report Revenue

    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.

    6 votes

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  16. customize the outgoing message based on template

    customize the outgoing message based on template

    6 votes

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  17. Save signature created in PD as PNG

    Save signature created in PD as PNG.

    6 votes

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  18. Saved messages upload between workspaces

    Is there a way to mass upload messages to workspaces, or does it have to be done manually one by one?

    6 votes

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  19. Send on Behalf of for Bulk send

    Ability to change the sender email when sending via Bulk send.

    6 votes

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  20. smart content: more than one rule

    smart content: more than one rule

    5 votes

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