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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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402 results found

  1. Integration with NetSuite

    40 votes

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  2. 27 votes

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  3. 25 votes

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  4. Ability to upload excel file to a document

    3 votes

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    Released  ·  1 comment  ·  Admin →
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  5. 7 votes

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  6. Two-way sync of Doc Status and HubSpot Deal Stage

    23 votes

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  7. It will be very useful to have the ability to list all the documents which require only the document's owner signature to become completed. I think the best way to implement this functionality is to add a new document status - (WOFYS or whatever the best name will be) - Waiting only for your signature . For example, a document has 2 recipients - document's owner and a client. After the document has been sent, viewed and signed by the client - it should transfer to WOFYS status, but not stay in the Viewed like it is now ( 13…

    11 votes

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  8. Possibility to update all documents with the new theme without opening each template/item and choose the right theme.

    33 votes

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    Released  ·  4 comments  ·  Admin →
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  9. 1 vote

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  10. 28 votes

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  11. content library preview feature for ev2

    19 votes

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  12. Set signing order in API call (for documents created from PDFs).

    12 votes

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    Released  ·  1 comment  ·  Integrations  ·  Admin →
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  13. 34 votes

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  14. The option to search documents in the document list by text inside them. In this case, Documents were created via uploading a PDF

    16 votes

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  15. When you pass a price, it's format should be passed too

    27 votes

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  16. 25 votes

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    Released  ·  1 comment  ·  Admin →
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  17. Allow users to add the Cost of Goods as a column in a pricing table.

    15 votes

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  18. 12 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Adding the content library feature EV2 to the right menu

    2 votes

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  20. When document sender and recipients fill out the fields, they have to enter the information that matches a pattern you specify. For example, if a field is meant for an email, PandaDoc will check the user input to make sure the field appears as completed only when the input looks like a valid email.

    24 votes

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