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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5387 results found

  1. Send documents to slack channels

    Proposals to Slack

    5 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. Bundle document in Salesforce PandaDoc module

    Ability to click on the "+ Document" option in Salesforce's PD module

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Export document's recipient analytics

    12 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Attachment on email body: use attachments in saved messages

    Can I add an attachment to that message while in the PandaDocs environment?

    (email body before sending document via email)

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Stax

    Integration with Stax payment gateway

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. Option to filter documents without tags

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  7. Advanced search options/ Search within the Folder

    Ability to search and apply filters within the specific Folder in Documents and CL items. For now the search field filters apply to all of the content, which makes it not convenient and still a long time to find something.

    37 votes

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    7 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

  8. Allow collaborator's to add/create documents to a "shared with me" folder

    7 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  9. Sorting of Dropdown box selection (e.g. in alphabetical order)

    4 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  10. Ability to sort activity column to see "awaiting signatures"

    provide a way to SORT the activity column

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Approval Workflow through API

    Ability to assign an approver to a document created through the API. This approver should not be required to be assigned through the template first.

    15 votes

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    1 comment  ·  Approvals  ·  Admin →
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  12. add shipping fees, packaging costs, rental fees, deposits, etc.

    add shipping fees, packaging costs, rental fees, deposits, etc.

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Ability to limit document creation for account users

    Ability to limit document creation for account users

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Set up (separate) notifications via API

    Option to separate notifications via API. For example, send only PDF of the completed document to the recipient (and not send them "document was sent" notification)

    3 votes

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    0 comments  ·  API  ·  Admin →
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  15. [In-person signing] turn off this option on the template/document level.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Turn off by default the deleted documents in the reporting feature

    Turn off by default the deleted documents in the reporting feature
    ( Include deleted documents in figures)
    https://pandadoc.zendesk.com/agent/tickets/479117

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. Pass cost with Hubspot product mapping

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  18. Create another Role like the Manager without the ability to add new users.

    We need users to be able to look at all docs. within the workspace, but we need governance around new users.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. 'decline services' zero out the total in the whole price table

    able to have a line item in a price table section such as 'decline services' zero out the total in the whole price table.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. legal validity of the documents generated / sigend through Pandadoc in Columbia

    Legal validity of the documents generated / sigend through Pandadoc in Columbia

    3 votes

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    0 comments  ·  Localization  ·  Admin →
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