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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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789 results found

  1. Ability to make attachments and view attachments in mobile apps

    2 votes

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  2. Disable certain or all email notifications sent to the recipients

    5 votes

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  3. Each document within that folder is made of several. Currently, when is it complete and it is downloaded, it separates each component of the 1 document into many. I expect a single PDF file for all documents within a bundle when downloading them in a batch.

    1 vote

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  4. We need to see the auto-reminders too, the way they are sent to the recipients

    1 vote

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  5. We'd like to export CPQs, tables as a CSV file

    2 votes

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  6. We'd like to drag and drop a folder from the desktop to the Rooms but it only allows to drag and drop a single file

    2 votes

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  7. 2 votes

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  8. Is there any way to filter the rooms as per action plan completed?

    2 votes

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  9. It would be great to create a report and include the cost of the product, which is not the same as the value of the product that's included in the pricing table. The cost is different than the product value.

    1 vote

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  10. Option to merge the data of one quote builder to another

    2 votes

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  11. Option to change the status of the expired document in bulk

    2 votes

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  12. Ability to create bulk send to be sent for later

    2 votes

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  13. add a recipient to the folder to sign the documents

    2 votes

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  14. The ability to hide/limit the contact list suggestion that shows up when a user adds recipients to documents (this avoids accidentally adding and sending to recipients with similar names/email addresses).

    2 votes

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  15. Option to share tags across workspaces

    1 vote

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  16. warning notification if the document is not yet viewed

    1 vote

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  17. A solution to track the GCLID when a customer signs and pays a contract via PandaDoc.

    1 vote

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  18. When pulling in CLI using conditional smart content, cannot add conditional fields to the block. While ideally, would like to have conditional fields available in CLI, being able to add it to the content after pulling in via smart content would also be helpful.

    2 votes

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  19. SSO SCIM 2.0

    2 votes

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  20. Revert to the old table of contents where we could remove some pages (minus sign) in the TOC. We also need the refresh button back.

    3 votes

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