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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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275 results found

  1. The option to delete Timeline on the Dashboard.

    8 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  2. 8 votes

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  3. It's set randomly now for every new contact.

    8 votes

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

    8 votes

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  5. currently with SSO enforced users can only go into a fixed workspace and can't accept invites to other workspaces until they are in the fixed workspace. would be helpful to be able to either log in through SSO and be placed in fixed workspace or send invite to any workspace and ignore the fixed workspace

    7 votes

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  6. 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.

    7 votes

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  7. 7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  8. 7 votes

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

    7 votes

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  10. 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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  11. 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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  12. Filter contacts in PandaDoc based on contact info when adding as a recipient

    7 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  13. 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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  14. 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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  15. 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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  16. Ability to use two different signatures for the same person (for example draw and type)

    6 votes

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

    6 votes

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

    6 votes

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  19. 6 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  20. customize the outgoing message based on template

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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