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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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257 results found

  1. ability to use invites to other workspaces when SSO is enabled

    currently with SSO enforced users can only go into a fixed workspace and can't accept invites to other workspaces until they are in the fixed workspace. would be helpful to be able to either log in through SSO and be placed in fixed workspace or send invite to any workspace and ignore the fixed workspace

    7 votes

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  2. Report Revenue

    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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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  3. Ability to save PandaDoc documents as p7m files

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  4. Add image option in Saved messges

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  5. Deactivating Contacts

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

    7 votes

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  6. Video Analytics

    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.

    7 votes

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  7. See upcoming subscription renewals

    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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  8. filter contacts

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

    7 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  9. Hide Grand Total Settings

    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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  10. Export Report of a Single Document

    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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  11. smart content in header

    be able to add smart content into the document header

    6 votes

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

    Option to view all workspaces from the dashboard.

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

    6 votes

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  13. [Bulk Send] delivery report

    After the bulk send is sent out, generate a list of the emails and their status, such as failed, received, etc

    6 votes

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  14. Different types of signatures for the same person

    Ability to use two different signatures for the same person (for example draw and type)

    6 votes

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  15. Recipients list

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

    6 votes

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  16. Add eyedropper to color picker for selecting font and background colors from logos and images

    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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  17. Ability to turn off the location that appears in Audit Trail

    6 votes

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  18. Descriptive Error Messages

    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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  19. Save signature created in PD as PNG

    Save signature created in PD as PNG.

    6 votes

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  20. Saved messages upload between workspaces

    Is there a way to mass upload messages to workspaces, or does it have to be done manually one by one?

    6 votes

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