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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 10 votes

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  2. This feature will allow for more organization within the documents tab. Users would be able to assign entire folders to members of their workspace to stay organized

    3 votes

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  3. A compound tax, or stacked tax, is calculated on top of a primary tax. A compound tax will be calculated when you add additional taxes to an item on top of the primary tax.

    1 vote

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  4. Sales Screen Integrations

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. ability to see the name of the template/document you are going to delete in the pop-up window

    1 vote

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  6. 8 votes

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  7. 24 votes

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    Idea  ·  8 comments  ·  Other  ·  Admin →
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  8. Separate Approved from To Be Approved within Dashboard- It's misleading, because it says "For approval" on the Dashboard and in the filters on the Documents screen. Docs pending approval are more important than docs that are already approved as far as setting priorities.

    14 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  9. Approvers should be like signers, so that they do not take up a license in the system. In this case this approver/director is outside of the HR department and should only have access to the documents that are sent to them. It would be preferred if they did not have to log into the system to approve a document. Hope this make sense.

    9 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  10. Include document content in reporting (products, tokens, etc).

    6 votes

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  11. My request was for a dashboard to track when a customer has signed a contract and then it's the approvers turn to sign

    4 votes

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  12. Ability to add signatures for each page for uploaded document

    4 votes

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  13. Option to Remove AMEX as payment option for authorize.net

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  14. Option to generate a signature certificate for the documents completed manually

    13 votes

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  15. 17 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. A way to set a default signing order for the entire account that is applied to all documents sent from that account.

    20 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  17. The ability to move a row from one pricing table to another pricing table. Can't drag/move a pricing table row/column to a separate pricing table and if they had that ability would help solve a lot of problems for them.

    13 votes

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  18. 12 votes

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  19. Show "Time to Close" in HubSpot sidebar once the document has been "completed". This will help us more easily cross-reference deal amount with time to close.

    3 votes

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  20. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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