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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7262 results found

  1. Moving draft documents to a selected PandaDoc folder

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  2. Option to separate documents in bundle. For example, there is a bundle of quotes, the customer only signs the first quote and the other quote in the bundle is unsigned. Need to separate and complete the signed one but leave the unsigned document in viewed docs.

    2 votes

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  3. Increase number of documents uploaded at one time in PandaDoc Notary. Instead of 10, maybe 20.

    5 votes

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  4. To have the ability to pre-set at the template level, a default email address from which a document would be sent.

    3 votes

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  5. add the day of the week as part of the date format for documents

    E.g. Tuesday, October 11, 2022

    https://pandadoc.zendesk.com/agent/tickets/432010

    1 vote

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  6. 2 votes

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  7. decrease the ident in the second level of a numbered list without decreasing the level of the list at a time.

    To have this:
    1. Level
    I.Level 1.1

    https://pandadoc.zendesk.com/agent/tickets/429771

    4 votes

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  8. Add Elepay integration

    1 vote

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  9. Adding Revolut payment gateway to PandaDoc's integration.

    5 votes

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  10. 1 vote

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  11. 1 vote

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    0 comments  ·  API  ·  Admin →
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  12. The ability to change the font color, style, size of the pricing table numerical values and totals individually.

    55 votes

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  13. add collaborators via mobile app

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  14. 1 vote

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  15. Show workspace ID to the response of Get document details call

    2 votes

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  16. The ability to generate a few or more API keys for a single workspace.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  17. adding tags to multiple documents

    13 votes

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  18. Google analytics integration.

    2 votes

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  19. As a second request, I’d love to have multiple approval workflows with ability to send back 1 level and not back to the start of the approval process. For instance, if 1 group is accountable for wording, 1 for legal and 1 for pricing. I don’t want someone adjusting pricing to require everything to start from the beginning again.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  20. add a document value custom amount to the template on PandaDoc mobile app

    When I use a template on a mobile device to create a document, there seems to be no option to input the custom amount I wanted to collect for payment. On the web version I click the currency value top left, but I can't see this on the app

    https://pandadoc.zendesk.com/agent/tickets/430186

    1 vote

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