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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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5384 results found

  1. Ability to prevent users from manually changing status but still have document editing privileges.

    2 votes

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  2. If the Form Primary Recipient's email already exists under the workspace contact list, the name of the Form Owner is used to send an email to the Secondary recipient inviting them to sign the document. Instead, the system should always use the name of the Primary Recipient.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  3. In addition to the DropBox integration and being able to upload a file from DropBox, it would be great if I was able to upload a whole folder of documents from DropBox with the same integration.

    1 vote

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  4. Ability to download a .docx of template from the main template list

    3 votes

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  5. 3 votes

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  6. Allow the option to pause an account automatically for a set period of time, such as a seasonal hold.

    3 votes

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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!

  7. Ability to use "this month" filter for the reporting.

    1 vote

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  8. Increase branding logo resolution on automated emails from PandaDoc

    8 votes

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  9. When the customer is making a down-payment (less than 100% of the pricing table total) -- show this in the pricing table (somewhere near the total)

    3 votes

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  10. 3 votes

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  11. Align Optional Item checkbox in a pricing table with the text, instead of with the top of the cell.

    1 vote

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  12. 11 votes

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  13. 30 votes

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  14. 2 votes

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  15. 1 vote

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    0 comments  ·  API  ·  Admin →
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  16. Subtotal options when working with multiple pricing table blocks - be able to tick some of the blocks and reflect their subtotals

    3 votes

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  17. Graphical representation reporting - pie charts and other visuals

    5 votes

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  18. Flexibility on expiration date settings for South American clients
    (i.e send the document weekly and then monthly)

    1 vote

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  19. Include profit margin in the newly revamped reporting feature. Wants to make use of the cost information and have a universal overview of the profit margin.

    6 votes

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  20. Offer a HubSpot form to download a PandaDoc so we can see readership statistics? How do we set this up?

    1 vote

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