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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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7148 results found

  1. The option to calculate percentage of a particular number.

    23 votes

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  2. Should be possible to delete/add the payment method for selected documents in bulk

    2 votes

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  3. Add password protection to specific folders inside PandaDoc

    34 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. Automatic calculations in fields (E.G. Document.CreatedDate + 7 Days).

    Ability to add a custom variable or field to calculate pricing and totals without using a pricing table or quote.

    175 votes

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    The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.

  5. Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent, viewed, expired and completed documents that allow management to track team performance easily

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  6. 1 vote

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  7. 1 vote

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  8. Ability to receive responses to sent emails from PandaDoc that are whitelabeled

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. 1 vote

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  10. Have all the documents templates also in spanish, specially the contracts template

    1 vote

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  11. Ability to add product images via Dynamics 365.

    1 vote

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  12. Option to assign a user to be just a document approver.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  13. 3 votes

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  14. When creating new price table and then adding in sections, it would be nice if we had the option to check a box that said, "show section total." Especially if you had multiple sections.

    7 votes

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  15. 147 votes

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  16. Allow the user to create a shortcut or link where all completed documents can be accessed across workspaces by team members.

    6 votes

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  17. When a creator types into a fillable field before sending, that field is automatically assigned to the creator

    4 votes

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  18. Integration with Google Meet

    4 votes

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  19. Make it impossible to send a document if the required variables are not filled in

    20 votes

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  20. 1 vote

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