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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6603 results found

  1. Please include template name in the import email when catalog items are updated with a new csv import. This will help us know which templates were updated when the catalog import was completed.

    4 votes

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  2. Drag radio buttons from one page to another (for options that are one page long each)

    7 votes

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  3. option to delete pages and insert page breaks using the mobile app

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  4. Get the "columns" from consolidated to one line. Right now no matter where you place the quantity column, it pushes it below the item name, causing additional page spacing (two lines).

    1 vote

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  5. Ability to resize and move the editor toolbar

    1 vote

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  6. History viewer for content library items on which templates/documents they were used.

    2 votes

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  7. I want to be able to get a report of all documents waiting to be signed so I can send out reminder messages. But I do want the reports to be from documents recently sent out. I want to be able to filter dates like documents more than one week old or more than two weeks old. a feature for automatic text or phone calls when a document arrived in their inbox would be awesome! thanks for a great app and great ppl at live chat to assist.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  8. the ability of an approver to turn off the approval notification email whenever a document is sent for approval

    5 votes

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    0 comments  ·  Approvals  ·  Admin →
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  9. Notify account owner when an integration is not working.

    1 vote

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  10. 1 vote

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  11. The option to see how many fields were assigned to a specific recipient.

    1 vote

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  12. 1 vote

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  13. Ability to adjust some products within the pricing table so they are visible, but are not calculated.

    1 vote

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  14. Make our notary journal available for uploads to have all documents and files from any jobs done on panda or elsewhere in one place. Also to upload docs button to add to the file. And make it available on mobile devices as well.

    1 vote

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  15. It would be helpful to be able to set a default Google Fonts custom font to avoid the need to update the font on each document.

    5 votes

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  16. I was looking to be able to select from a list and didn’t realize you had to start typing in the address. Unfortunately, I don’t remember everyone’s email address. I would prefer there to be a box of all names set up as contacts and let me scroll thru it.

    3 votes

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  17. 8 votes

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  18. Remove some default filters in the document list.

    "We do not want that. We want the document to clear out once we move it to a folder on the left side for organization."

    1 vote

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    • will allow the user to hide specific column on the pricing table once sent only but the column is unhide on sender's view
    1 vote

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  19. I would really like another variable called "Sent" to select from on the PandaDoc side of this automation. My Pipeline is set up with a quoting stage and a Negotiations/follow-up stage, and it would be nice if the status could change as soon as the quote is sent, rather than just upon completion or declination.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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