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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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7142 results found

  1. Option on the data merge to set up font weight.

    • Will allow the user to set the font weight in the pricing table using Data Merge
    1 vote

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  2. To be able to integrate with CRM VAULTRE or have an option via Zapier,

    1 vote

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  3. Can you enable a filter for the dashboards / views so a user can select a date range or some other criteria?

    13 votes

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  4. Ability to setup or modify how records are created whenever payments are made using Quickbooks as the gateway.

    17 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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  5. 1 vote

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  6. create a barcode based on the entered value

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  8. 1 vote

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  9. Ability to send notifications between the team members within PandaDoc once certain individuals have completed their portion of the editing process.

    1 vote

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  10. Be able to search documents/templates by tags exactly via the search bar (for example, #bigcontract)

    7 votes

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  11. I don't use the advanced document creation features... just signing (at least for now) and I'd love it if there was a paid version (in the ~$8-9/month range) that placed it below the essentials plan, and on par with other esign apps, including advanced signing-only features (audit trail, Zapier, custom branding, etc).

    3 votes

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  12. Choose the number of decimals shown to the viewer.

    Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount.

    442 votes

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  13. idea to add a message/link to the dashboard for all of our team members to see

    4 votes

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  14. To have the option to save a product from the pricing table to the catalog for manually added products

    8 votes

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  15. Ability for page number to show left or right

    21 votes

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  16. control how often senders and recipients get notified about document changes

    1 vote

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  17. add spaces in a description column in csv so they will be visible in the catalog for relevant items

    2 votes

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  18. to enable a clinet to forward the document to more than one recipeint at a time. If a Committee needs to review the document, then it's really time consuming / unrealistic to expect a prospective customer to forward the email multiple times. In this day and age, its expected to forward to many users in one action.

    5 votes

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  19. It would be awesome if we could have hidden fields to be shown after a document was signed. I was imagining having a "notes" section where the sales person could get specifics for each line item so there can be an easier hand off from the salesperson to the project management team. Currently once the document is signed the hidden field cannot be unhidden. I could also see a world when you download the copy of the doc if you had the option to download it "unhidden" as well.

    7 votes

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  20. Andrew at Brainstorm would like to have the ability to refresh pricing table and data with PandaDoc Documents hosted in their CRM MS Dynamics.

    4 votes

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