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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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513 results found

  1. ability to upload files in .ANX format.

    1 vote

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

    1 vote

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

    1 vote

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  4. 1 vote

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

    2 votes

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  6. 199 votes

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    24 comments  ·  Other  ·  Admin →
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  7. Latest activity in template level

    • will allow user's to view how long a user stayed in a page
    2 votes

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    1 comment  ·  Other  ·  Admin →
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  8. Option to receive a notification when you are close to your volume limit (documents/forms/bulk send etc).

    1 vote

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  9. Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents because a process may extend beyond 6 months, causing friction with any team members who do not have access to a PandaDoc account.

    16 votes

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    1 comment  ·  Other  ·  Admin →
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  10. permission to access reporting for Member role

    2 votes

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  11. 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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  12. 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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    1 comment  ·  Other  ·  Admin →
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  13. currently with SSO enforced users can only go into a fixed workspace and can't accept invites to other workspaces until they are in the fixed workspace. would be helpful to be able to either log in through SSO and be placed in fixed workspace or send invite to any workspace and ignore the fixed workspace

    9 votes

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    0 comments  ·  Other  ·  Admin →
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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. 2 votes

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  17. 1 vote

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

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  19. Option to support 3rd party digital signatures

    5 votes

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  20. There should be an option online to change the subscription plan to Free eSign plan.

    2 votes

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