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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Since recurring pricing cannot be set via catalog import from CSV, it would be helpful, when needing to update a mass of products, to be able to save and move right to the next product to sequentially move through the entire catalog rather than having to click the drop down to Save and Close, then find where you were in the list, then open the next item, make the changes to pricing frequency, and repeat.

    1 vote

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  2. Collaborator should be able to delete content even if they don't have standard license.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. 1 vote

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  4. The ability to automatically assign a contact to a template role when creating documents straight from a PandaDoc contact.

    1 vote

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  5. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. Ability to convert multiple documents and make them editable

    1 vote

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  7. 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.

    4 votes

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    1 comment  ·  Automations  ·  Admin →
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  8. export document data on waiting for signatures into excel

    13 votes

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  9. bookmark a page or content of a document similar to Word

    2 votes

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  10. Ability to remove/disable payment integration without altering or removing signatures on the document

    1 vote

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  11. Ability to add GIF on headers

    1 vote

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  12. Ability to view document pages beside each other, like in Word

    2 votes

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  13. We'd like to be able to bulk import data to a table

    2 votes

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  14. Most of the customers that I need to bulk send to are already registered as contacts in my PandaDoc account. It would be great if we could select customers as recipients to bulk send to.

    1 vote

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  15. Customer would like to be notified to all documents that are not yet completed every day or every couple of days

    1 vote

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  16. require a message when someone sends for approval. This would be a really helpful feature to our team and save a lot of time as we need folks to explain why they are giving a discount before approving.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  17. 1 vote

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  18. Have the Modified time in the documents list show the exact minutes and seconds of when it was last modified.

    3 votes

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  19. Ability to change the location of the product image in the pricing table.

    2 votes

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  20. 3 votes

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