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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7242 results found

  1. Lock variables so they cannot be edited within PandaDoc (both directly and from the side panel

    12 votes

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  2. show masked fields on printed documents

    1 vote

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  3. 1 vote

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  4. Add the option to hide the columns in pricing table via API.

    6 votes

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    1 comment  ·  API  ·  Admin →
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  5. 2 votes

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  6. Ability to unselect the product within the quote if a single-line selection is set up for the quote.

    1 vote

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  7. The ability to embed audio and build an audio player for press kits, presentations, pitches and examples of an artists music, event theme and the ability to embed widgets for Spotify, Soundcloud, Mixcloud etc would be excellent

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. I'm making a request through the API to get the details of template, but the tokens are returned to me in alphabetical order. Is it possible to get them in the order as in the document, like it is in the UI?

    3 votes

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    0 comments  ·  API  ·  Admin →
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  9. Have the auto reminders count business days not calendar days. No weekends being counted.

    3 votes

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  10. Ability for the notary session to have an option to see your client's screen to know the specific page they're on and the buttons they are clicking.

    Need the sessions to be able to have the option to add a customizable title to the session and need to have a list of each document that will be included in the session based on what I title each PDF.

    Have a chronological pattern in which document should be accomplish first

    3 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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

    2 votes

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  12. Ability to have a notary notification settings

    3 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  13. Option to show line item fee total (similarly to line item tax total) in the total of the pricing table

    5 votes

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  14. Enhance PandaDoc rendering in mobile browsers instead of zooming documents it should apply normal view which is visible to each users not showing a small rendering.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  15. Once a document is completed, being able to extract only some of the pages to be able to create a work order, without values. We want to be able to extract only some of the data that needs to be populated into the work order (another document).

    7 votes

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  16. At the moment the "Number of decimals" pricing table influences only the way the number are displayed. The user also wants to be able to use this setting for the way the number are calculated in the pricing table.

    5 votes

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  17. Customer would like to have a blockchain integration

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. Ability for old clients to retain and use the old features that they have from their old accounts (Subscriptions)

    1 vote

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  19. export the template details into a spreadsheet

    4 votes

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  20. The ability to insert an NDA for the document. The NDA would be displayed before the recipient accesses the document and would also prompt the recipient to sign it first.

    4 votes

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