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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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360 results found

  1. Option to filter searches for document titles only. Currently, the search function includes words within documents, and it would be really helpful to have the ability to filter for document titles only.

    4 votes

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  2. add missing currency in PandaDoc - KYD Cayman Islands Dollars

    2 votes

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  3. Add the Haitian Gourdes (HTG) currency in the pricing table

    2 votes

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  4. Would be better if advanced reporting feature can only be accessed by certain users/managers

    1 vote

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  5. 3 votes

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  6. 2 votes

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  7. The decimals in unit prices in the volume-based pricing method with "," (e.g. 45,2), at the moment this is only possible to use a "." (e.g. 45.2)

    2 votes

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    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. Commas are supported as delimeters in PandaDoc Catalog if the profile language is set as non-English. To set it up, please go to Settings -> Personal info -> Interface language. Have a marvelous day!

  8. 2 votes

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    • Will allow the user to be able to know who each document is waiting on in a list view without having to open each document.
    1 vote

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    1 comment  ·  Other  ·  Admin →
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    Hi there! Thank you for your feature request submitted to PandaDoc! 


    We're happy to let you know that the feature is available in the system. To see the person who hasn't signed a document without opening it, please hover over the recipients list below the document name and click on the arrow. The person who the signature is awaited from will be marked in red.


    Have a wonderful day! 

  9. We send out dozens of invites a day, my boss has to sign all of these before they go to client. It is not efficient for him to locate his signature image each time. This will be a problem as well with clients who we have frequent communication with. It would be useful if they could save their signature drawing or jpeg to use next time.

    1 vote

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    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature allowing to set a default uploaded signature is available within the system.

    Have a wonderful day!

  10. when a final signed copy of a document is finalized, I receive a link in an email that then takes me into the PandaDoc where I can then download the document. It would be nice to have the PDF in the email instead. We sent out POs and our vendors need copies of their POs all the time. I'm trying to workaround the issue but until then I have to download the file and send it to them.

    1 vote

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  11. 1 vote

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  12. 1 vote

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  13. List document numbers on the Chrome Extension. This was a feature on previous versions of the extension.

    1 vote

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    Released  ·  0 comments  ·  Other  ·  Admin →
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  14. 1 vote

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    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    We're happy to let you know that there is a way to set a default pricing table line item description color. Please see these links for more information:

    Video guide.

    Help Center.


    Have a wonderful day! 

    _____________________________________

    Hi! Vielen Dank für Ihre Funktionsanfrage an PandaDoc! Wir wissen es zu schätzen!


    Wir freuen uns, Ihnen mitteilen zu können, dass es eine Möglichkeit gibt, eine Standardfarbe für die Beschreibung von Einzelposten in der Preistabelle festzulegen. Weitere Informationen finden Sie unter diesen Links:

    Videoanleitung.

    Hilfezentrum.


    Haben Sie einen wunderbaren Tag!

  15. One thing that I enjoyed about Docusign was the ability to have a grouping of checkboxes and force a selection of at least X# of checkboxes. While the checkboxes in Pandadoc have ability to be required, it doesn't allow for you to choose that at least one box needs to be selected out of a grouping of boxes, only that the specific box MUST be selected.

    2 votes

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  16. Change doc sender via API

    1 vote

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  17. When you delete a document, the document information still shows up in Panda reporting. This causes confusion and shows errors in reporting. When you delete the document, it should delete out of any reports.

    1 vote

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    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature allowing to remove deleted documents from Reporting is available within the system. Please see the file attached for more information, and have a wonderful day!

  18. 2 votes

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  19. Can you request to have your designers update the new version to have variables be in order and not alphabetical

    1 vote

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