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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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273 results found

  1. Public comments are available by default (for now, private comments come by default).

    5 votes

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  2. Be able to add custom logic after a regular (not embedded) document is completed. For example, count the number of users, who completed documents, created from the specific template (document completed event = +1 to the variable, which counts the number of users, who completed)

    5 votes

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  3. 1 vote

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  4. Revenue generated is misleading (Total € for completed docs). It should not be on the SENT document column but in the completed!
    Moreover we would like to see the OPEN Revenue, the COMPLETED Revenue and the difference (VIEWED).
    There is also need of a report for all manually completed documents. Otherwise it is impossible to track them down since they do not appear in these reports.

    7 votes

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  5. Add eyedropper to color picker in the Template and Document Editor for selecting font and background colors from logos and images

    6 votes

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  6. Be able to block emails about billing/invoices/payments/receipts or to select which to block. For example, block only receipts or receipts + billing emails

    4 votes

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  7. At the moment only the volume based (API, Bulk send, Forms, etc) add-ons are displayed in PandaDoc Settings -> Billing. If the client is on Business plan with renewal add-on, the client won' see it. So the feature request is to be able to see all the add-ons you've bought

    1 vote

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  8. At the moment it is possible to see only paid invoices in PandaDoc Settings -> Billing. The feature request is to be able to see & access pending invoices via PandaDoc Settings -> Billing (like via "hosted invoice" link)

    3 votes

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  9. Be able to update the recipient (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts

    10 votes

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  10. Client would like a way for the sender address variable to automatically be filled in each time a document or template is created.

    3 votes

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  11. Make images in the ws list look beautiful.

    1 vote

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  12. With eForms, is there a way to automatically email a PDF of the form to me when it’s completed?

    11 votes

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  13. 1 vote

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  14. Export all data from PandaDoc

    9 votes

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  15. auto-populate images depending on who is sending the document

    1 vote

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  16. Auto-correct feature in or chat or email portal when submitting a request.

    3 votes

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  17. alphabetize CLIs when adding them to a template/document

    1 vote

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  18. Display the informative error message, when a document can't be downloaded because of the invalid image link in a document

    https://pandadoc.zendesk.com/agent/tickets/190452

    1 vote

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  19. 2 votes

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  20. Internet explorer compatibility

    1 vote

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