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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5399 results found

  1. 3 votes

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  2. Allow for information put into fields to be exported as a CSV or Excel file.

    151 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!

  3. 8 votes

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    2 comments  ·  API  ·  Admin →
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  4. 4 votes

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  5. Currently when we are typing a chat to someone, if we leave the PandaDoc window to do something else before finishing the chat, it wipes out. We would like to request that it save the chat until we hit send.

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  6. Have the ability to customize the default placeholder value for fields.

    6 votes

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  7. 1 vote

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  8. the email validation feature once turned on should support the extended email addresses formats such as (name@morgan.k12.co.us) - multiple subdomains that operate under the state department of education)

    3 votes

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  9. Pricing Table Integration: Ability to automatically pull products from data merge as optional

    6 votes

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  10. So when I go to send a document and I click 'generate links' it gives me https://app.pandadoc.com/document/37..... is there a way I can make it look like it is coming from theraveagency.com/document/37... or something like that

    133 votes

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  11. Option to Not make a recipient as signer when assigned to a field

    8 votes

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  12. Option to set the different header/footers for each page or to delete the it at all.

    152 votes

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    • Be sure to not have to change the date manually before generating a document via a template.
    5 votes

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  13. A feature to track the users who have downloaded the files in the workspace

    5 votes

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  14. ability to use pricing tables profit&margin variables

    7 votes

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  15. Pass variables and field data as URL parmaters on the form URL.

    9 votes

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    1 comment  ·  Forms  ·  Admin →
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  16. 4 votes

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  17. 4 votes

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    0 comments  ·  Other  ·  Admin →
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  18. If the account has custom roles- make it appear as default when a new user is invited.

    Allow Member Role to be a default role when inviting new users.

    10 votes

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  19. 5 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!

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