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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 6 votes

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

    6 votes

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

    6 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  4. Option to have the signer read the document before signing

    • will allow the sender to have the signer to read all of the pages or specific pages before signing in
    5 votes

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

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

    5 votes

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  6. Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents because a process may extend beyond 6 months, causing friction with any team members who do not have access to a PandaDoc account.

    5 votes

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  7. 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.

    5 votes

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  8. 5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  9. Be able to add custom logic after a regular (not embedded) document is completed. For example, count the number of users, who completed documents, created from the specific template (document completed event = +1 to the variable, which counts the number of users, who completed)

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  10. 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.

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. Add eyedropper to color picker in the Template and Document Editor for selecting font and background colors from logos and images

    5 votes

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  12. 5 votes

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

    5 votes

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  14. 5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  15. Advance reporting to show total time viewed on each document.

    5 votes

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  16. 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.

    5 votes

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  17. 5 votes

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  18. Ability to add some information to be shown on the signature certificate (such as four last digits of the social security number, date of birth, etc. to verify the signer's identity)

    5 votes

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  19. 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.

    5 votes

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  20. Option to add recipient even the document status is completed

    4 votes

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