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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6688 results found

  1. The option to send the documents from two or more email addresses with one user profile.

    7 votes

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  2. Option for recipient to approve or decline the document from the email they receive

    7 votes

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  3. Ability to align text with Column Titles

    8 votes

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  4. The ability to export documents as CSV file not a zip file and the PDF version.

    15 votes

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  5. Customer would like the word docx and Google docx to follow the format when being uploaded to the platform

    13 votes

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  6. The ability for reports to show user data/internal rate

    i.e when a colleague has sent a quote for approval to the internal team, information revolving the time it took.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  7. Pricing Table - subtotal with the pre-tax amount and total with the post-tax amount

    6 votes

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  8. As users are adding data into the fields, it'd be helpful to add a hyperlink within a text field for a cleaner delivery. It appears unprofessional to provide a document with text field boxes where a complete URL must be visible rather than activate a hyperlink.

    6 votes

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  9. Automations based on Forms

    16 votes

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    1 comment  ·  Forms  ·  Admin →
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  10. View the file added t the collect file field without downloading it

    5 votes

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  11. I need a multiplier so I can break down for the client what we are doing per month and for how many months we are going to provide that service. (and have that value correct in Panda Doc)

    3 votes

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  12. Ability to rename a Sent document when on viewing mode (opened document). Currently, you can only do this from the documents list.

    9 votes

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  13. Since I already apply variables on my templates titles, I would like to use it when I also use Bulk Send. This will allow me to quickly recognize the client when the document is created inside the folder.

    10 votes

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    2 comments  ·  Other  ·  Admin →
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  14. Ability to change each individual background color for quote builder

    8 votes

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  15. The ability to make rooms utilizing API

    4 votes

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    0 comments  ·  Rooms  ·  Admin →
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  16. Set expiration date when uploading the document

    18 votes

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  17. Ability to secure forms with passwords/ sms verfications/ email verifications

    6 votes

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    1 comment  ·  Forms  ·  Admin →
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  18. 8 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Ability to set the condition based on who is the sender. Example, new rep is sending document - approval required. Experienced rep is sending a document - approval is not required.

    13 votes

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    6 comments  ·  Approvals  ·  Admin →
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  20. Being able to use Quote Builder with Transfer Data functionality.

    10 votes

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