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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7582 results found

  1. option to place image or GIF in "Send document" message

    3 votes

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  2. The customer wishes for the custom role to include the capability to add and remove users, as well as modify their licenses.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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    • Will allow the user to access the document directly using the notification from the inbox
    1 vote

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  3. Will allow the user to set different pricing tiers per product.

    1 vote

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  4. Ability to set up conditions based on dropdown selected by the recipient.

    1 vote

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  5. Ability for items I'm resizing to snap to the size of the other items near it

    1 vote

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  6. A way for the customer to automatically add the date from the document to their calendar on their device once the document is opened.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. designate a person as a collaborator on all new documents created or be added to a batch of documents all at once

    9 votes

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  8. My organization's workflow involves an Asana form where I copy and paste the info into our Pandadoc templates and send the documents out for signature. It would save me a lot of time if this process could be automated! I am also asking for Asana integrations.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  9. 14 votes

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  10. We would like to mark checkboxes automatically based on a variable value

    3 votes

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  11. Ability for Table block in PD to have the same features as Microsoft Excel

    4 votes

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  12. download old versions of templates/documents without switching the document/template to its older version via version history

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Integration with ChargeBee

    15 votes

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  14. Ability to sort documents by the renewal date.

    1 vote

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  15. export the recipients in the Excel file for the expired documents

    1 vote

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  16. Customer would like to have their payer pay 50% of the total and once they have completed the work order they can continue to pay the other 50% on the same document.

    1 vote

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  17. We used to be able to sort search results on the document page. With the introduction of the filters that is not longer available. Please bring back this feature. I have clients with multiple invoices and while it is useful to be able to filter the results, sometimes I need to just see what is the most current invoice.
    thank you,

    20 votes

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  18. I am trying to do is find the original email message that came with the document sent notification. Even though I and other team members were copied on the outbound email, we do not see that message and would like to reuse that language in the original mail. Is there a way for us to get an outbound email audit log to see the messages we sent via panda?

    4 votes

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  19. The Ability to change fields across the entire workspace, which would affect all templates with that particular field.

    i.e change the field ID across all templates

    2 votes

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