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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. When using only the API to facilitate signers as recipients that do not have official pandadoc accounts, it becomes cumbersome when multiple documents require them to sign. Instead of storing previous signatures that they could use for another, they have to sign for each document. If it was possible to have recipients reuse signatures based on their email, this would significantly improve the ease of use for electronically signing.

    8 votes

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  2. In addition to creating documents, customers would also like to create slideshow/ppt presentations

    8 votes

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  3. customize the outgoing message based on template

    8 votes

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  4. 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.

    8 votes

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  5. Filter contacts in PandaDoc based on contact info when adding as a recipient

    8 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  6. Export metadata of a document (signer, date, name, variables from the document, etc)

    7 votes

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  7. 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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  8. 7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  9. 7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  10. Deactivating Contacts Option
    - Having an active contact folder or option
    - Having an inactive contact area

    7 votes

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  11. 7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  12. 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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  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. more options to resize Present Mode

    6 votes

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  16. Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent, viewed, expired and completed documents that allow management to track team performance easily

    6 votes

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    1 comment  ·  Other  ·  Admin →
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  17. Ability to use two different signatures for the same person (for example draw and type)

    6 votes

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

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. 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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  20. More descriptive error messages for PDF printing blocked by pop-up blocker.
    The error message says "something went wrong with pdf file generation" and Support confirmed that the error is caused when a browser blocks popups. The error message would be more useful if it instructed the user to disable popup blockers.

    6 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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