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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. Allow conditional logic of smart content to add attachments to documents.
    Alternative -Allow Attachments to be saved in the content library items.

    Example - If deal variable = x - then add attached x.pdf. This could be direct smart content/conditional logic - OR could use existing conditional items from library item IF YOU COULD SAVE ATTACHMENTS in the library items.

    1 vote

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  2. 3 votes

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  3. Ability to customize the recurring pricing type. Example: per hour, per unit, per... instead of monthly, annually, yearly.

    3 votes

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  4. Be able to run a report that shows the median Total Time Spent by Template. right now we just have "sent to completed" which could be days, but we want to get a closer number about "how long did it take for them to fill out this bundle". It seems like the "Total Time Spent" analytics on a particular document is on an individual document level, but not reflected in the Reporting section

    1 vote

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  5. 1 vote

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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!

  6. Electronic check payments via PayPal (e-check)

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  7. Automations with notion.so

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  8. Mobile app - user filter in Dashboard

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  9. When using the automation "Sending another document when PandaDoc document status changes" the second document will contain information provided by the recipient in the first document

    4 votes

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    1 comment  ·  Automations  ·  Admin →
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  10. Auto-place fields when the document is uploaded to the existing template/document (via + button)

    1 vote

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  11. Add Image Library into the banner side with the rest of the options (templates, documents, forms, content library, etc).

    Enable full access for users to edit and recreate image library however they like.

    16 votes

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  12. Shrink the height of fields (text fields). You can shrink the height of signature fields, but the text fields stop at a certain point.

    3 votes

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  13. Move the pricing table properties to the pricing table section on the right side, rather than clicking on the pricing table and going to properties that way. It's not intuitive.

    2 votes

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  14. Link the recipient signing link to the corresponding Salesforce opportunity

    2 votes

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  15. receive email when the document is viewed: Can PandaDoc email us each time customer is looking at the proposal? (it does it when customer signs it but can it also email when customer is viewing it)

    2 votes

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  16. Pay Funnels (payment processor)

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  17. We tried putting a negative number in our cancellation document but it does not reflect a negative amount in the revenue reporting.

    7 votes

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  18. Option to make 2 rows as a header in the regular table so these 2 rows are shown on the new page in case of page break

    2 votes

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  19. 4 votes

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  20. Filter documents by currency.

    1 vote

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    0 comments  ·  Other  ·  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!

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