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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. 2 votes

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  3. 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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  4. Inbox: Mark all as read at once

    2 votes

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  5. Section to view all documents I signed

    2 votes

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  6. 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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  7. 2 votes

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  8. 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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  9. combine pdfs in single file

    2 votes

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  10. i.e The ability to have 2 separate companies and be the account owner for them using the same email address.

    2 votes

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    • will allow the user to have the option on manage and action button using the ellipsis
    2 votes

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  11. Server in Saudi Arabia

    2 votes

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    • option for the user to get the link of all of the created document via downloading it in csv
    2 votes

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  12. 2 votes

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  13. Ability to tag a client within the saved message.

    2 votes

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  14. The ability to integrate with NCR payment solutions

    2 votes

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  15. Customer would like to create a conditional rule base on the recipient's selection and not on variable

    2 votes

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  16. Be able to edit the list of departments that appear when a new user signs up. Right now specific departments like Sales, Marketing appear but it would be nice to customize the options that appear.

    2 votes

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  17. Customer would like the signature option for type not to contain the name of the recipient as the default name when they first selected the signature field.

    2 votes

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  18. Ability to pull Report on the document value/deal value after the document has been completed, to retrieve the value that was agreed by the recipient.

    2 votes

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