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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5401 results found

  1. add the day of the week as part of the date format

    add the day of the week as part of the date format for documents

    E.g. Tuesday, October 11, 2022

    https://pandadoc.zendesk.com/agent/tickets/432010

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  2. Zelle Payment Gateway

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  3. increase document list results

    The doc says the Default is 50 and Max is 100. We need more results during the document list API call

    2 votes

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    0 comments  ·  API  ·  Admin →
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  4. Reporting documents by Updated Date

    It would be helpful if we were able to run a report based on Updated Date and not just by Documents Created, Sent, and Completed. There was a time before the reporting had been updated where we could see all document activity for a given day based on the Updated Date. This would give me a complete picture of activity (Created, Sent, Updated, Completed) for that given day. Thanks!

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  5. Option to add recipient even the document status is completed

    Option to add recipient even the document status is completed

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Export emojis to PDF

    12 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  7. Pricing table - wider description box

    if you have multiple columns Price, QTY, Unit, discount, this limits the width of the description box.
    In turn this make the pricing table longer if you have detailed descriptions or explanations.

    In quote Roller the description continued across under price qty unit discount and only left subtotal to continue down (which was ok as it defined the description as part of the product.

    Also a way to highlight multiple cells to format text together, instead of having to painfully change each cell.

    Separate issue - option to set currency to blank if accidently set to one. If you only…

    6 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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. Keep the Document name and the Sequence Auto-Numbering for Bulk Download

    Keep the Document name and the Sequence Auto-Numbering for Bulk Download (bulk download does not keep the document name when but keeps the template name instead)

    6 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  9. upload csv files with Additional Multiplier values

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. Several API keys for a single workspace

    The ability to generate a few or more API keys for a single workspace.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  11. Internal notes or comments on a document/template

    We would like to have an internal note on a document

    16 votes

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    6 comments  ·  Documents & Data Management  ·  Admin →
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  12. Presentation mode: hide selected pages

    Would like to hide certain pages from presentation mode

    4 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  13. Ability to get the IP or Identify who accesses the document using Audit Trail

    Ability to get the IP or Identify who access the document using Audit Trail

    13 votes

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    3 comments  ·  Other  ·  Admin →
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  14. Automatic grid blue lines for content blocks

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Google Sheets: follow custom page breaks

    In case Google spreadsheet has custom page breaks, after uploading it to PandaDoc, the page breaks should be saved.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. Default value in the field

    To set up a default value in the field

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. ability to add two or more tokens to one merge field

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  18. Replace unfilled variables with blanks when creating docs via Zapier

    If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces

    25 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. a separate Send action in Zapier

    a separate Send action in Zapier

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  20. Option to hide token/items from the template/document from specific recipients

    Option to hide token/items from the template/document from specific recipients

    • will allow the user to hide tokens
    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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