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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Michael from Autodesk reported that their PandaDoc document recorded 1 second of view time for each user shortly after they sent it.

    2 votes

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  2. 2 votes

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  3. 2 votes

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  4. Catalog import: add a certain value for csv file that would command not change the existing values when importing a csv to the product catalog.

    1 vote

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  5. Ability to run reports that include conditional filtering. For example, documents created this week or documents sent this week but created at any time.

    1 vote

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  6. Option to clear read inbox

    1 vote

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  7. More user attributes in SSO

    PandaDoc gets 2 information from IDP is FirstName and LastName, is it possible that PandaDoc get more information from IDP such as Job Title, Department, Phone number

    1 vote

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  8. Support background image when importing/exporting docx files.

    1 vote

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  9. When users go to print out a document generated in Pnadadocs, the margins default in such a way that the page numbers and other items in the headers and footers are cut off. Having the print settings default to "fit to page" or some other equivalent would be very helpful.

    1 vote

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  10. The ability to edit the look of the iframe when using embedded links. For example, modify the fonts/color/and remove buttons so that the iframe matches the website it's embedded in.

    1 vote

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  11. In the Completed folder, there should be a way to highlight or mark which documents were already worked and which need follow-up. Too often I cannot remember where I left off and end up viewing the same documents over again.

    1 vote

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  12. At the moment, you have to create a US-based account to be able to log in to the Help Center

    1 vote

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  13. Filter documents by currency.

    1 vote

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  14. Documents are not able to be downloaded via PDF if there are blank pages in the document. This requires the document to be put back into draft status, edited, and re-sent for signature.

    1 vote

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  15. Customer would like the CSV file in bulk send to automatically synced the phone number from the PandaDoc contacts.

    1 vote

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  16. 1 vote

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  17. 1 vote

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  18. 1 vote

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  19. hi,
    i often send document for a signature of a coporate contract.
    but the existing box are only first and last name.. it is missing corporate name for such a use.

    i think it could be great to add this field

    1 vote

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  20. 1 vote

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