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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 4 votes

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  2. changing the user's username will not affect the username of old document

    2 votes

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  3. 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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  4. 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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    0 comments  ·  Other  ·  Admin →
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  5. For our use case, we have a package of products if you commit to the 2 products, we give them a credit or rebate. While in the product catalog we are able to add a negative or set up a discount in table, but we like to use it as a product to explain the discount better than just a flat % or Dollar Value.

    It would be nice if we could have the rebate products in the product catalog that are negative dollar values do our sales team has these fixed credits available when they pick from the product…

    1 vote

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  6. 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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  7. The ability to continue a numbered list on another page with letters rather than numbers. This is a current limitation outlined in the HS.

    5 votes

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  8. A way for Admins to be notified when a document is sent by their members that is different from the Approval workflow or being CCd in a document.

    1 vote

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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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  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. 2 votes

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  15. 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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  16. 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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  17. Introduce a conditional logic setting within the pricing table that allows users to configure the visibility of the discount column dynamically. If a product has a discount, the column should appear automatically; if no discount is applied, the column should remain hidden.

    3 votes

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

    3 votes

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  19. Option to arrange folders in Rooms

    8 votes

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    1 comment  ·  Rooms  ·  Admin →
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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  20. 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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