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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Ability to have optional signatory in forms

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  3. Allow a Product/Catalog Item to have a fixed fee and also an annual fee. Certain products we sell are sold with a fixed fee and recurring fee. The only way around this is to have two products with the same name. Also currently there is no option to distinguish between items that are one time fee and others which are annual fee when doing the pricing table.

    2 votes

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  4. 4 votes

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  5. The ability to download a Form as an Excel file

    9 votes

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    2 comments  ·  Forms  ·  Admin →
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  6. 1 vote

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  7. add shipping fees, packaging costs, rental fees, deposits, etc.

    3 votes

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  8. Ability to limit document creation for account users

    3 votes

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  9. to have a small pop up window to update names, prices, SKU

    To change the price, you need to go to an item to change a price, it takes a few seconds to load. Then I change price and it takes another few seconds to save. then when I go back to the subcategory I don't always go back to it, and it takes me back the main catalogue and I have to go find the next item to change.
    Things like names, prices, SKU. I just want to be able to click on an item, have a small pop…

    1 vote

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  10. Option to separate notifications via API. For example, send only PDF of the completed document to the recipient (and not send them "document was sent" notification)

    3 votes

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    0 comments  ·  API  ·  Admin →
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  11. Ability to set document layout for all the uploaded documents.

    9 votes

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  12. Ability to open the same product in catalog via clicking on it in pricing table.

    1 vote

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  13. 3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. An option to search and select tokens from HubSpot CRM on the PandaDoc side

    3 votes

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  15. show the full number of products in a catalogue when you select them without necessarily having to scroll down to the bottom

    It is possible to select all the products only if you scroll down till the end

    https://pandadoc.zendesk.com/agent/tickets/435119

    1 vote

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  16. Legal validity of the documents generated / sigend through Pandadoc in Columbia

    3 votes

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  17. Prevent variables from moving once filled with data to avoid alignment issues.

    6 votes

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  18. Option to choose a document folder when create a document via Integromat

    1 vote

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  19. Option to automatically add Documents created from a Template, into a pre-defined folder in the documents section.

    3 votes

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  20. Show page numbers in TOC in exported docx file

    The TOC is working when the heading is clicked but the page numbers are not exported along with TOC

    https://pandadoc.zendesk.com/agent/tickets/436693

    4 votes

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    0 comments  ·  Other  ·  Admin →
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