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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 to include dynamic months and years into auto-numbering. For example, if sequence name is 2309 in September, change it to 2310 in October or 2401 in January.

    3 votes

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  2. 3 votes

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  3. Ability to convert documents/document information into an invoice

    6 votes

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  4. Google Workspace add-on for EU server customers

    1 vote

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

    3 votes

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  6. PandaDoc Notary via PandaDoc mobile app

    7 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!

  7. When a user duplicates a template with automations in the workflow, the automations do not duplicate. It would increase adoption to have the option to duplicate the automation workflow when you duplicate the template.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  8. Conditional rule can be set up on date field

    3 votes

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  9. Option to connect Excel table with Pandadoc and have it changed as soon as something is changed in Excel

    2 votes

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  10. show masked fields on printed documents

    1 vote

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  11. 1 vote

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  12. 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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  13. 2 votes

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  14. 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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  15. 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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  16. Need ability to have a field on a contract left unassigned so that at the moment of signature the field can be filled in by either the RECIPIENT or the SENDER without having to choose beforehand.

    2 votes

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  17. 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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  18. Have the auto reminders count business days not calendar days. No weekends being counted.

    3 votes

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  19. 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!

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

    2 votes

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