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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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173 results found

  1. Customer would like to have the feature to Request for Quotation RFQ from their clients

    1 vote

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  2. As a user,
    I want to recieve an e-mail notification when a new chat message has been send in a document.
    so that I don't have to manually check or use the app to be notified of a new message.

    10 votes

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  3. Our team works with complex documents consisting of multiple sections. The ability to display the Table of Contents on the left side navigation while the document is being built/edited would be extremely helpful. I understand how to turn that on for display when viewing the completed document, but is there a way to have this function during document creation?

    3 votes

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  4. Don't trap people promising free templates, forcing them to create an account, then asking money to actually use the "free" template, and nowhere to be seen a button to delete the user account. I am reporting this website to the BBB and to TP. Unethical to say the least. Shame on the app architect.

    1 vote

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  5. 1 vote

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  6. It would be nice to change the tab order on a document. Like when you are tabbing through the different fields to input information.

    7 votes

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  7. I'd like to be able to adjust the width of the table headers within the Documents page or have the ability to remove/hide columns I don't need

    1 vote

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  8. Option to manually send the document to a new recipient (to a document in "sent" status) instead of sending it automatically

    3 votes

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  9. report that shows the phone number of the contacts within that date range

    1 vote

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  10. Ability to set up a Default view for the Catalog, that way user can set up their own view and customize it to their liking so that it would show up the same every single time, they want to customize it by name or by item, item description, region, etc.

    1 vote

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  11. Ability to resize and move the editor toolbar

    1 vote

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  12. When opening a new or existing document, it would be great if it would always open automatically in a new tab. This would make changing between different documents easier.

    2 votes

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  13. Ability to upload files in .MSG format.

    3 votes

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  14. We are seeing some issues with people sending payment requests with no Payment setting turned on.

    Allow for a warning message prior to sending where it says something like “We see you need to collect payment, but didn’t add the Payment option for your signer. Would you like to add this?”

    1 vote

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  15. Prevent variables from moving once filled with data to avoid alignment issues.

    6 votes

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  16. 1 vote

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  17. Allow products with volume-based pricing to be imported (for large tables of products with quantity price breaks) and exported (for backups, archives and transfer).

    With the initial implementation, Volume-Based Pricing can't be imported or exported, and must be done by hand, product by product, in the PandaDoc web portal.

    11 votes

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  18. There should be an option to 'SEARCH' for folders here in the moving document prompt. We have to scroll endlessly when i have to move a file starting with the alphabets which are latter in the sequence.

    4 votes

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  19. Currently the document list has Title, Status, Value, and Modified date. It would be nice if other data were available like the number of documents within the document and the number of attachments attached to a document.

    1 vote

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  20. Automatically stop recurring payment in Stripe.

    2 votes

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