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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7261 results found

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

    3 votes

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  2. Ability to limit document creation for account users

    3 votes

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  3. 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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  4. 1 vote

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  5. 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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  6. When exporting a document as PDF the number format of the pricing table is changed to US number formatting even if the document uses a different number formatting (e.g. Germany).
    The PDF export, therefore, does not match the PandaDoc making it unable to create proper documents for markets outside of the US.
    Please fix this issue.

    2 votes

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  7. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  8. An option to search and select tokens from HubSpot CRM on the PandaDoc side

    3 votes

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  9. As my company's contract manager it would be great if I could set up my team with the notifications settings they need upfront and upload their profile pictures. I often send on their behalf and can't get them collectively to all update their photos and settings as needed for this to run smoothly.

    3 votes

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  10. 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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  11. 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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  12. Legal validity of the documents generated / sigend through Pandadoc in Columbia

    3 votes

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  13. Option to automatically add Documents created from a Template, into a pre-defined folder in the documents section.

    3 votes

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  14. version history ability to print changed versions within PandaDoc UI
    Provided workaround to print from webpage and change the size of the document.

    7 votes

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  15. Create and delete workspaces via API. Ability to programmatically manage workspaces will allow for automation of onboarding new teams

    2 votes

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    0 comments  ·  API  ·  Admin →
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  16. Once a document has been completed by a customer if it is possible for that document to automatically have a name change

    17 votes

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  17. 5 votes

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    0 comments  ·  API  ·  Admin →
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  18. The option to edit signing order from the Send document window.

    6 votes

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  19. 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.

    35 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. Ability to set a limit for the number of files being uploaded via the document creation.

    2 votes

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