Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Option to split Table of contents to another page

    2 votes

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  2. An ability to forward only one out of two signatures when 2 signatures are required on behalf of one part and only one signatory name is known.

    3 votes

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  3. to show Date Only without time stamp when a document is created

    1 vote

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  4. two unit prices per item in pricing table

    2 votes

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    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Would you be so kind as to elaborate on how you’d like this feature to work for you? This would be really helpful for us to understand your use case more clearly if you could provide some more details on your feature request.

    Thank you so much for your time! Have a wonderful day!

  5. 2 votes

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  6. 2 votes

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  7. Use images in saved messages

    2 votes

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  8. Option to convert /transfer info of normal table to the pricing table.

    -Will allow to convert or tranfer the data from a table to the pricing table

    2 votes

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  9. 1 vote

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  10. When opening the contact list it would be nice to have the search line at the top without having to click on the magnifying glass. There are so many contacts I don’t know why anyone would take the time to scroll thru them, search is easier but clicking on the magnifying glass is a step that could be removed.

    5 votes

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  11. change column name in csv when importing products into pandadoc catalog

    1 vote

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  12. extend the expiration time of a document once it has become expired

    112 votes

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  13. Ability to create products with negative value.

    6 votes

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  14. I would like to have the ability as a document reviewer to be able to make a quick edit to a document in the "for approval" category without having to go through the full edit and approval process.
    Current Steps:
    1. Receive doc for review
    2. Review - while reviewing you see a necessary change
    3. You must click "Edit Document" and make your desired edits
    4. I then have to resubmit for review
    5. Review
    6. Approve

    As a reviewer role, I should be able to edit the document within my review and approve all at once which would…

    20 votes

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    0 comments  ·  Workflow  ·  Admin →

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  15. Option to set document sequence numbers to be randomly generated rather than follow the sequence order.

    2 votes

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  16. Allow products with volume-based pricing to be imported (for large tables of products with quantity price breaks) and exported (for backups, archives and transfer).

    With the initial implementation, Volume-Based Pricing can't be imported or exported, and must be done by hand, product by product, in the PandaDoc web portal.

    2 votes

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  17. 1 vote

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  18. It would be helpful for us to have customization for the "Reasons for Declining" a document. We are mostly using PandaDoc internally for approvals and the standard reasons do not apply for us, making it confusing for our approvers on which selection to make.

    3 votes

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    0 comments  ·  Workflow  ·  Admin →

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  19. right now there is no way to reshuffle documents in bundles (make the third to be the second etc)

    8 votes

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  20. Copy the same field assignment from one page to another. (Not duplicating fields)

    2 votes

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