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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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5387 results found

  1. The option to export a CSV showing individual people (bulksend option of sending) and the status of the document they have been sent.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  2. 11 votes

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  3. 2 votes

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  4. API: List documents endpoint

    The option to show:

    1) total number of pages
    2) total number of documents

    6 votes

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    0 comments  ·  API  ·  Admin →
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  5. Improve the web application version for smartphones and tablets: so it is easier to move blocks/fields and resize them (in particular).

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  6. Ability to expand the iFrame window that pops up when creating a document within Hubspot

    6 votes

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  7. Delete a cell in a table (instead of row or column).

    4 votes

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  8. 4 votes

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  9. User needs to see a document's version not only inside the Pandadoc but in downloaded PDF as well.

    8 votes

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  10. 10 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. Show different totals for different product types in a pricing table. Depending on cell's value and column.

    8 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!

  12. Allow editing several WS at once.

    7 votes

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  13. We're in a situation where we generally do merge deal.person.email into the document but I really don't want that populating into the email list, just because a document is generated off that deal doesn't mean it's going to the "person" linked to the deal. In some cases that is who the document is going to so if I can change that behaviour on a template by template basis that would be great but if it has to be an account wide change, our preference is that no email addresses auto-populate when we click send document.

    4 votes

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  14. The option to add different CLIs at once (select them together and add to the document).

    3 votes

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  15. Change document status from Completed to Viewed manually

    2 votes

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  16. change color of font on recipients end for filling in fields

    6 votes

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  17. 2 votes

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  18. 7 votes

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  19. 2 votes

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  20. Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more columns.

    3 votes

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