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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7359 results found

  1. It will be very useful if user will be able to filter logs by custom date interval on the Developer Dashboard

    4 votes

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    0 comments  ·  API  ·  Admin →
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  2. The option to add a note next to the payment amount seen by recipients for documents that have payments enabled but not for the full amount (downpayment, partial, etc.)

    -This confuses a signer who scrolls past pages, not seeing the full amount of a deal on the table.

    6 votes

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  3. 6 votes

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  4. if an approver doesn't approve a document in a certain amount of time they get an email reminder

    22 votes

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    1 comment  ·  Approvals  ·  Admin →
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  5. Use images in saved messages

    8 votes

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  6. 1 vote

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  7. Smart content: A blank page is added when CLI with multiple, uploaded pages is used. It is preferred that the blank page does NOT appear when using smart content.

    5 votes

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  8. automated escalation process for the approval of documents

    i.e. if the document is not approved in 24h, send the document to another approver

    4 votes

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    1 comment  ·  Approvals  ·  Admin →
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  9. Option to disable the Redlining Notification.

    • will allow users to disable redlining notification
    5 votes

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  10. Be able to use the customize button for the Document Values within Reports

    3 votes

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  11. collaborators can see the attached files with the permission to view and comment the document

    2 votes

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  12. When editing the document as the collaborator we can see it in presentation mode. But when sending it to the recipient it is not viewing on full screen.
    How can we change the standard viewing settings for the recipient?

    3 votes

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  13. 1 vote

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  14. 1 vote

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    0 comments  ·  API  ·  Admin →
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  15. The URL of a opened FORM should reload if given to someone else in a different device to prevent breach of informaiton

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  16. Ideally, in the quote calculator it would be nice to be able to customize the fields that one wishes to add to the Total since, in our case, the payment for the service is quarterly and there are concepts that are partially paid within those quarters, for this reason the current “TOTAL” field is inaccurate for us, even for Sales area performance metrics)

    1 vote

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  17. 9 votes

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  18. I want to create a URL favorite for my browser so when I pull up PandaDocs my documents will only show viewed and sent documents without having to click the status filters

    2 votes

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  19. After doc is approved, would be nice to be able to organize docs as approved docs. Be able to filter docs by "approved" within a certain time period.

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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  20. Adding Mulitple Choice Options for Images. Maybe with Radio Buttons.

    2 votes

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