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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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505 results found

  1. A feature to make it easier to migrate documents from Proposify to PandaDoc, to make it easier for customers to switch.

    1 vote

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  2. 1 vote

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  3. Option to filter document in reporting via recipients name

    3 votes

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  4. ability to upload files in .ANX format.

    1 vote

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  5. Be able to search for a document based on the Quote Number

    1 vote

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  6. Auto-populate contact info into Variables when a document is created directly from a contact.

    1 vote

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  7. 1 vote

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  8. Ability to apply custom order for variables' within PandaDoc instead of alphabetical one.

    2 votes

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  9. Ability to export a list of CONTACTS who completed a document.

    1 vote

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  10. Option to receive a notification when you are close to your volume limit (documents/forms/bulk send etc).

    1 vote

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  11. permission to access reporting for Member role

    2 votes

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  12. Attachments blocks that can be placed all over the document content, not only at the end of the document

    1 vote

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  13. Auto change of Numeric to word in the document. For Example convert INR 50000 to Rupees Fifty Thousand

    I want to update the salary of 2000 people in a bulk send. So if i input the salary in numeric the template should automatically convert the numeric form in to alphabetic form
    For Example Heading is Monthly Salary and the numeric form of Salary is INR 12,000. The document should be able to convert the numeric form into alphabetic form as Rupees Twelve Thousand Only.

    2 votes

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  14. to create a template that can be signed in real time and not sent via email to someone.

    1 vote

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  15. Scratch is universally accepted in the veterinarian field and would be of value as an effortless payment option for clients.

    1 vote

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  16. Do something like a bulk send, where instead of sending I just get links to the documents I've created with my merge fields.

    5 votes

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  17. 165 votes

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    19 comments  ·  Other  ·  Admin →
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  18. 2 votes

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    1 comment  ·  Other  ·  Admin →
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  19. 1 vote

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  20. The ability to see the initial email sent to recipients with custom messages.

    2 votes

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