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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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  2. How to make suggest edits available for other blocks besides text blocks?

    3 votes

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  3. To be able to change the email on account in the app

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  4. 3 votes

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  5. I recently saw another sales tool that showed the heat map of where the customer had actually looked on the screen.

    3 votes

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  6. Option to disable the document value for documents that have no commercial value.
    For example, HR documents don't have a currency value but they are not worthless as the value 0.00 suggests.

    3 votes

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  7. As a frequent user, I would LOVE to be able to "pin" or "favorite" my frequently used templates and folders. Right now, I have to search through all these different templates and click on them to see if they are for my site or not and it's very confusing and a big mess. If the form could be pinned, then I would know that I am going to the correct one and that I am not wasting what little time I have throughout the day searching.

    3 votes

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  8. 3 votes

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  9. In our contract, we include the PandaDoc signed cost proposal as "Attachment B" to our contact, which is visible to clients without clicking on an attachment. The PDF file format option was available to us using the classic editor. However, in 2.0 the image block only supports the following 3 files: JPG, PNG, WebP. Since PandaDoc does not export completed documents in these supported file formats, it makes it incredibly challenging to include the cost proposal as a visual document in our contract.

    3 votes

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  10. should be possible to define an indiviudal branding per document/ on a template level

    3 votes

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  11. IF users selects to pay via ACH - they should pay one amount
    IF users selects to pay with credit card -another amount

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  12. 3 votes

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    0 comments  ·  Other  ·  Admin →
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  13. (info about participants linked to a deal object, for instance)

    3 votes

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  14. The ability to disable the forwarding feature via API for all the existing documents and all to come.

    3 votes

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    0 comments  ·  API  ·  Admin →
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  15. Need to be possible to send the completed document back to the users and have them only make the required corrections into the needed fields

    3 votes

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  16. Make an Attachment that will have the recipients open and acknowledge.

    3 votes

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  17. Marketing - Would like data analytics on content blocks. Can currently track analytics on pages through other resources. Would like more granular data on specific content blocks and how long the recipient is lingering on particular sections within a one pager. GOAL: understanding content within a one-pager that. is capturing the audience to expand on that specific content.

    3 votes

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  18. Anyone with access to the document can pay an assigned amount
    No need to specify the payer's email address

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  19. It would be a great idea to have an typeable as well as selectable date control where by user can type the date rather then current select a date(s) by clicking.

    It is difficult to select lets say 01/01/1985. One has to select right year, followed by month and date.

    3 votes

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  20. Would like to upload a “pdf” in the middle of content blocks without converting into a jpg

    3 votes

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