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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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257 results found

  1. The option to have just a list for every template where you just can see the links and the emails assigned to it, and create new links in that list. Because right now you always have to create a document ,have it loaded in front of your eyes though it is always the same and then create your link/email.

    2 votes

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  2. 2 votes

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  3. The option to export a CSV showing individual people (bulksend option of sending) and the status of the document they have been sent.

    2 votes

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  4. How about moving the "Get Started" in the bottom right corner? It's not located in a very good spot - it's in the way of chat.

    2 votes

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  5. 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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  6. 2 votes

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  7. 2 votes

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  8. For legality purposes allow the client to send a downloadable document to the recipient to make edits. The Recipient downloads the document, makes edits, and then re-uploads it into the PandaDoc Document.

    1 vote

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  9. Will allow the user to Add the IP address or auto opulatye it using variables

    1 vote

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  10. Setup Zapier integration to automatically send out PDF with the document name and not with the UUID. Also, be able to adjust the PDF File name with Zapier integration.

    1 vote

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  11. 1 vote

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  12. 1 vote

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  13. 1 vote

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  14. 1 vote

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  15. 1 vote

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  16. Ability to add an image without using a text block and move it from on page to another.

    1 vote

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  17. When you go to the PandaDoc Learning Center and complete a learning path, it would be nice to have a certificate saying you completed the path. For example, if you go through the Admin learning path and complete it all the way, you could be certified as a PandaDoc Admin and have a certificate to show for it.

    1 vote

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  18. Qwilr has a really nice calculator, like an ROI calculator built in, that makes the presentations look really good and show the benefits of our product right there. So, that was a nice get with them.
    https://qwilr.com/features/roi-calculator/

    1 vote

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  19. RON Queue

    1 vote

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  20. There should be an option online to change the subscription plan to Free eSign plan.

    1 vote

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