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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Bulk import tags.

    1 vote

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  3. Ability to pull all the tagged documents only within the folder you're currently in.

    1 vote

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  4. Option to show tax exclusive grand total values on the document's list

    1 vote

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  5. 1 vote

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  6. 1 vote

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  7. 1 vote

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  8. e.g. Specify "Page 1 of 10" to start on page 3, and "Page 2 of 10" to start on page 4, etc....

    1 vote

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  9. 1 vote

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  10. 1 vote

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  11. 1 vote

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  12. The main idea is to create a feature that would lock the documents that have been bundled so that other account users cannot remove any parts of it.

    1 vote

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  13. to mark and tag text within documents to be able to track these selected items and create tasks around those items tagged within the document.

    https://pandadoc.zendesk.com/agent/tickets/414426

    1 vote

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  14. Option to restore classic status indicator on documents:
    Previously, the status indicators of documents were available on the bottom-left of the page, and appear to be missing. It would be useful to have the option to have the classic view back for convenience.

    1 vote

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  15. export the sales part of the documents in the CSV file

    E.g. Pricing tables items

    https://pandadoc.zendesk.com/agent/tickets/415141

    1 vote

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  16. option to automatically update customers on changes in the terms and conditions of our contracts, after the contract was signed.

    1 vote

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  17. Option to download all documents by folders, so the zip file has the same folders (documents structure) as in the account.

    1 vote

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  18. Option to present/get repoting data in Power BI

    1 vote

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  19. In addition to the DropBox integration and being able to upload a file from DropBox, it would be great if I was able to upload a whole folder of documents from DropBox with the same integration.

    1 vote

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  20. Ability to use "this month" filter for the reporting.

    1 vote

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