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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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277 results found

  1. Quote Builder - Multiple choice in Quote sections

    Add the ability to enable a recipient to select just 1 option within multiple options within a quote section

    7 votes

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    Released  ·  3 comments  ·  CPQ - Quote Builder  ·  Admin →
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  2. Use decimal comma in product catalog instead of a dot

    Use decimal comma in product catalog

    10 votes

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    0 comments  ·  CPQ - Pricing Table  ·  Admin →
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    Released  ·  AdminLena Zaparozhats (Associate Product Manager, PandaDoc) responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. Commas are supported as dilimeters in PandaDoc Catalog if the profile language is set as non-English. To set it up, please go to Settings -> Personal info -> Interface language. Have a marvelous day!

  3. Do not offer to create account once the document is completed by the recipient who does not have PandaDoc account

    Do not offer to create account once the document is completed by the recipient who does not have PandaDoc account

    https://pandadoc.zendesk.com/agent/tickets/519352

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Get credit card details from recipients without charging any amount and the card details should be automatically saved.

    Get credit card details from recipients without charging any amount and the card details should be automatically saved.

    1 vote

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    1 comment  ·  API, Payments & Integrations  ·  Admin →
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  5. webp format for Catalog images

    supported webp format for Catalog images import

    2 votes

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    0 comments  ·  CPQ - Catalog  ·  Admin →
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  6. Remove: "Join panda doc today" notification for the signer after completing signing a document.

    I don't want my customers to see "Join panda doc today" after completing signing a document. There should be a feature to disable this notification

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Search by document title only

    Option to filter searches for document titles only. Currently, the search function includes words within documents, and it would be really helpful to have the ability to filter for document titles only.

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Change the order of the line items in the quote builder block

    1 vote

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    0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  9. Use text within SKU Catalog field to type words, not just numbers

    Be able to add letters in the Pricing column of the catalog.

    2 votes

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    Released  ·  0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  10. invite new users to the account in bulk

    invite new users to the account in bulk

    https://pandadoc.zendesk.com/agent/tickets/443809

    1 vote

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    Released  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Ability to move document pages

    Ability to move document pages.

    • Will allow the user to move pages inside the document.
    • This feature will allow them to place a specific pages on there prefered location.
    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Require drawn signature for signers

    Option to require that a signer draw their signature, rather than being able to choose a pre-made signature.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Ability to automatically send a document created in PandaDoc from ActiveCampaign

    3 votes

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    0 comments  ·  API, Payments & Integrations  ·  Admin →
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  14. add missing currency in PandaDoc - KYD Cayman Islands Dollars

    add missing currency in PandaDoc - KYD Cayman Islands Dollars

    2 votes

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    0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  15. Haitian Gourdes (HTG) currency

    Add the Haitian Gourdes (HTG) currency in the pricing table

    2 votes

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    0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  16. Filter Documents based on Sender awaiting signature

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. The decimals in unit prices in the volume-based pricing method with a comma: ","

    The decimals in unit prices in the volume-based pricing method with "," (e.g. 45,2), at the moment this is only possible to use a "." (e.g. 45.2)

    2 votes

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    0 comments  ·  CPQ - Pricing Table  ·  Admin →
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    Released  ·  AdminLena Zaparozhats (Associate Product Manager, PandaDoc) responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. Commas are supported as delimeters in PandaDoc Catalog if the profile language is set as non-English. To set it up, please go to Settings -> Personal info -> Interface language. Have a marvelous day!

  18. Required selection of checkbox out of a group of checkboxes

    One thing that I enjoyed about Docusign was the ability to have a grouping of checkboxes and force a selection of at least X# of checkboxes. While the checkboxes in Pandadoc have ability to be required, it doesn't allow for you to choose that at least one box needs to be selected out of a grouping of boxes, only that the specific box MUST be selected.

    2 votes

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    Released  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  19. The ability for the document not be seen by CC'd recipients until it is completed.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. Option for View list feature

    • Will allow the user to be able to know who each document is waiting on in a list view without having to open each document.
    1 vote

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    1 comment  ·  Other  ·  Admin →
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    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi there! Thank you for your feature request submitted to PandaDoc! 


    We're happy to let you know that the feature is available in the system. To see the person who hasn't signed a document without opening it, please hover over the recipients list below the document name and click on the arrow. The person who the signature is awaited from will be marked in red.


    Have a wonderful day! 

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