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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6193 results found

  1. When forwarding a document to another customer, the customer (not a PD user) often miss checking the "Allow person to sign this document instead of me" check box.

    Would like to have an option to turn it on by default or at least have some help text pop up when forwarding is turned on for the customer.

    4 votes

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  2. 2 votes

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  3. I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document

    Request was added for Mobile app, but could be a common request.

    4 votes

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  4. We have no option to filter the list of documents by status, by upcoming renewals or documents which expired soon. Suggestion to add this functionality

    2 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  5. Possibility to change subtotal/total manually.

    33 votes

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    Idea  ·  3 comments  ·  CPQ - Pricing Table  ·  Admin →
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  6. Search documents from the dashboard

    27 votes

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  7. Allow editing several WS at once.

    4 votes

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    • set approvers for groups of users within PandaDoc
    • user-related not template related
    64 votes

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    18 comments  ·  Approvals  ·  Admin →
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  8. Automatic calculations in fields (E.G. Document.CreatedDate + 7 Days).

    116 votes

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    Hello, 

    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!

  9. 10 votes

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  10. Activity reporting per user as to when the user logged in/logged out of the system

    37 votes

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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!

  11. 1 vote

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  12. So when you are CC'd into a document, it looks like you have been sent it to do something with it. It is only when you open it there is nothing for you to do
    In the email it doesn't say that you as the CC'd person are being copied in. Just a different body email for CC'd recipients would suffice.

    8 votes

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  13. 2 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
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  14. 2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. Page numbering in PDF starts from the first page, not with the cover page

    17 votes

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  16. 141 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  17. ability to make images as dynamic field or as a variable

    58 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - You can use Conditional Content to pass images as variables. Please see more here.

    - Passing images is also available via Pricing table or Quote Builder. Check this link for more info.

    If you need help with the set up, please feel free to reach out to our Support team for assistance! 

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  18. Option for Subtotal to calculate in each footer then option to have another subtotal beside that on the footer of the Pricing table
    (Section A, subtotal; Section B, subtotal then Pricing Table footer Subtotal = Section A + Section B)

    100 votes

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    Hello,  

    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!

  19. 5 votes

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