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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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509 results found

  1. Stability and Reliability improvements

    8 votes

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    0 comments  ·  Other  ·  Admin →
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  2. Change payer after sending document

    Customer would like the option to be able to assign or change payer after the document has been sent

    8 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Report to view documents collaborators are on

    Being able to run a report to view all of the documents there are collaborators on.

    8 votes

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    2 comments  ·  Other  ·  Admin →
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  4. smart content in header

    be able to add smart content into the document header

    8 votes

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    1 comment  ·  Other  ·  Admin →
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  5. Maintain recipient information for multiple documents

    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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    0 comments  ·  Other  ·  Admin →
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  6. Create Powerpoints and Documents

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

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. customize the outgoing message based on template

    customize the outgoing message based on template

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. 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.

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  9. filter contacts

    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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  10. Smart Forms: Receive a Notification once the Smart Form is filled out

    It would be helpful to receive a notification as soon as the smart form is completed, rather than waiting for the document to be completed.

    7 votes

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    1 comment  ·  Other  ·  Admin →
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  11. Support Grammarly for PandaDoc in Chrome

    7 votes

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    1 comment  ·  Other  ·  Admin →
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  12. Bulk send: Allow to use the same email address for different recipients if other data differs

    7 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Export metadata of a document

    Export metadata of a document (signer, date, name, variables from the document, etc)

    7 votes

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  14. 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.

    7 votes

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  15. [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

    7 votes

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  16. 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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  17. Ability to save PandaDoc documents as p7m files

    7 votes

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

    7 votes

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

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

    7 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  20. Ability to turn off the location that appears in Audit Trail

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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