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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7484 results found

  1. Metrics/reporting for contract negotiations (redlining). Detailed exportable summary

    Would like metrics tracking contract negotiations data. Reps using, edits, etc.

    6 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  2. profit margin exclude table

    Ability to make it so the profit margin app excludes selected pricing tables

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. drag and drop clients info

    ability to drag and drop clients info using fields that will be prefilled automatically, not Text fields that you should fill out

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Ability to arrange and set a header and a footer that will be applied for each newly created template.

    Ability to arrange and set a header and a footer that will be applied for each newly created template.

    8 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  5. uk phone number validation for fields (+44, length)

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Ability to sort user, email, and license type in Settings > Team

    Give the ability to sort by user name, email name or license type alphabetically. Makes it easier to see which user has a certain license or if a certain user is on the team.

    12 votes

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    1 comment  ·  Other  ·  Admin →
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  7. Ability to assign or change licenses for mass users in bulk

    The ability to select a bunch of users and assign them a license.. that way i don't have to change each license for each user and confirm each change..

    3 votes

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    0 comments  ·  Other  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    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!

  8. Zoho CRM Tokens button

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  9. See which document a duplicate came from

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Option to resize logo

    An ability to resize logo for the recipient's view

    11 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Ability to export items and images from the catalogue into folder

    Ability to export items from the catalogue

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. edit sent documents via mobile app

    edit sent documents via mobile app

    16 votes

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    2 comments  ·  Mobile  ·  Admin →
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  13. add products to document via Zoom

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  14. Link documents to MS Dynamics CRM objects.

    Link creation with MS Dynamics.

    7 votes

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    3 comments  ·  Integrations  ·  Admin →
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  15. Conditional logic for currencies in Catalog <> Pricing table

    4 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  16. Change the signer in multiple contracts all at once

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. See if a recipient enabled or disabled cookies (analytics, etc.)

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. ability to see the line subtotal for 1 product (if there are more in 1)

    ability to see the line subtotal for 1 product (if there are more in 1 in qty column)

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  19. Download document and present locally without PDF (not to rely on internet for presentations)

    WOULD LIKE A LOCAL DOWNLOAD WITHOUT PDF - FOR SALES PRESENTATIONS and click on video - does not want to rely on internet. prefers to have rolling pages vs pagebreaks for a smoother experience. (Analog audience)

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. inline comments: comment on a cell, text box, or section

    would like to highlight a cell in a table, text box, or section -currently highlights the entire section and bring the notified person directly to the highlighted section

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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