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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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  1. If a customer fills out a form - say a medical form for their student in January and the student has no ailments. Then in June, the student starts taking prescribed medication and the customer needs to add the information to the form they already submitted

    2 votes

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  2. Reporting: option to include recipients' phone numbers.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  3. changing the user's username will not affect the username of old document

    2 votes

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  4. Like a way to redact sensitive information from PandaDoc documents before sharing with lenders, either by editing the PDF or receiving a redacted version.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  5. When you log in via email alias, it's detected as a new account/user, which is not ideal.

    2 votes

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  6. Ability to use the 'collect files' field with Smart forms

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  7. Option to remove the former price from the Quote builder in case products have volume-based pricing

    3 votes

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  8. Pricing Table to less the line item discount per item quantity. Currently, when a recipient edits the quantity to more than 1, the line item discount is applied only once, not per quantity.

    For example:
    Price: $419 multiplied by Quantity: 1, less the Discount: $84 = Total: $335

    If the recipient adds more quantity, it becomes like this:
    Price: $419 multiplied by Quantity: 5, less the Discount: $84 = Total: $2,011

    2 votes

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  9. default access for all documents and files added to a room are "All members."

    1 vote

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    0 comments  ·  Rooms  ·  Admin →
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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!

  10. Have the ability to split your payment for the subscription (for example, if the amount is larger than credit card limit)

    3 votes

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  11. Have all the Installment details be visible to the approver

    2 votes

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  12. When a document is on set status, the option to add a recipient on the sent documents should be disabled

    2 votes

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  13. 2 votes

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  14. To have an automation that would notify the admin and delete draft contracts not been modified during the last 3,6,12 months

    2 votes

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  15. Truncated attribute names in the list view. When a content name is too long, it gets cut off, it would be better to possibly display the full name

    2 votes

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  16. Ability to copy and paste table to a different document

    3 votes

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  17. To be able to use the API's to pull down a list of all of the files in the Content Library for a given workspace.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  18. It would be great if we could have a variable that links to the Auto-numbering in templates and automatically adjusts with the numbering system.

    For example. If I write a paragraph that references Section 1 Article 3. But then a heading is placed before this article in order of the document, ultimately pushing the Article down to Section 1 Article 4. However, I have a manually written paragraph later on in the document which references Section 1 Article 3. I now would have a variance as the manually written paragraph is referencing the incorrect article.

    1 vote

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  19. Update unit cost is the line item cost is changed in PandaDoc

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  20. Ability to connect WeTravel Payments via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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