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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. Download the body of the document email message

    2 votes

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  3. When rejecting changes in the redlining feature, users should have the option to add a comment explaining the reason for the rejection. These comments should be saved and easily accessible for future reference.

    2 votes

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  4. PandaDoc as a Learning Management System

    2 votes

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  5. 2 votes

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  6. Option to hyperlink attachments within documents, allowing for quick navigation between different sections.

    2 votes

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  7. 2 votes

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  8. Add a filter waiting for others section so they keywords and recipient's email/name can be used

    2 votes

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  9. Customer would like the time timing of the payment pop ups in our platform to be triggered after the document has been viewed by the client. Presenting the payment popup before clients have had the chance to view the proposal may deter them from proceeding to open the document.

    2 votes

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  10. 2 votes

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  11. Ability to add nicknames or notes in contact feature

    2 votes

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  12. The ability to generate signature certificate no matter the document status (includes, sent, viewed, etc) as proof.

    2 votes

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  13. 2 votes

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  14. 2 votes

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  15. We would like to keep only our internal emails on the contact list and remove any personal emails that got added there automatically. We would also like to remove the automatic adding of personal emails to the contact list if possible.

    2 votes

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  16. Section to view all documents I signed

    2 votes

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  17. Useful when uploading copies of documents created outside of PandaDoc to include when generating reports.

    2 votes

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  18. It would be helpful to have a "month to date" and "year to date" option in reporting filters. Today, I have to update reports daily to reflect the first to the current day, which works but is cumbersome. Having a month-to-date option would be helpful for monitoring documents throughout the current month.

    2 votes

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  19. 2 votes

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  20. A way to record a video within the PandaDoc platform and make it available to the customer including the offer.

    2 votes

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