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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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6061 results found

  1. Field tags recognition.
    Ability to adjust height size/font size.

    4 votes

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  2. 4 votes

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    1 comment  ·  Automations  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

    Dear Tammy,

    This is Valeryia from PandaDoc team! Thank you for your feature request regarding multiple documents workflow! We highly appreciate it!

    Would you be so kind as to elaborate on how you'd like the feature to work for you? This would really help our team to process the feature request if you could provide us with a couple of details.

    I appreciate your time and looking forward to hearing back from you!

  3. It would be amazing if you could see all catalog items in a spreadsheet view. Would make it way easier for maintenance! Having to export and re-import the csv files is the worst :(

    1 vote

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  4. Option to upload multiple files in a single collect files field

    41 votes

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  5. A customer observed that PandaDoc auto-saves only when a new area of the document is selected. It would be helpful to have auto-save after (nearly) every keystroke, similar to GoogleDocs.

    8 votes

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  6. I can see where to filter by templates, but the list is truncated so that I can't see all of the templates at once

    1 vote

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  7. continue approving document when there are suggestions made, keep it in suggestion mode

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  8. if a pricing table doesn't fit in 1 page and continues on the next (a pdf break appears), we need to be able to add a verbiage that the second page is the continuation of the same pricing table

    2 votes

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  9. metrics/reporting on individual pages for templates as we only have the KPIs for the entire template now.

    3 votes

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  10. Variable for "approved dated" to be effective date of the contract.

    2 votes

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    1 comment  ·  Approvals  ·  Admin →
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  11. 3 votes

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  12. In addition to the DropBox integration and being able to upload a file from DropBox, it would be great if I was able to upload a whole folder of documents from DropBox with the same integration.

    1 vote

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  13. Needs conditional routing, conditional approvals (More advanced than what we have)

    When content within a document is edited to remove or edit clauses from the template send for approval to specific group.

    20 votes

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    1 comment  ·  Approvals  ·  Admin →
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  14. ability to Locked document feature via API

    3 votes

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    1 comment  ·  API  ·  Admin →
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  15. Ability to set roles later on when setting reciepients..

    1 vote

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  16. Ability to use "this month" filter for the reporting.

    1 vote

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  17. 2 votes

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  18. It would be great to have an option to export my content library

    14 votes

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  19. Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract

    30 votes

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    Idea  ·  6 comments  ·  Approvals  ·  Admin →
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  20. Have an option where once document is completed, it is locked and cannot be opened.

    27 votes

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