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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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7513 results found

  1. 7 votes

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  2. provide a way to SORT the activity column

    1 vote

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  3. 2 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!

  4. 1 vote

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  5. 1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  6. Option in the dashboard to manually charge the credit card to pay the invoice if the card fails in the initial attempt

    1 vote

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

    3 votes

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  8. Ability to limit document creation for account users

    3 votes

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  9. 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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  10. 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.

    36 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!

  11. 1 vote

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  12. 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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  13. 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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  14. 2 votes

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  15. 2 votes

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

    3 votes

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  17. 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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  18. 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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  19. Legal validity of the documents generated / sigend through Pandadoc in Columbia

    3 votes

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

    3 votes

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