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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6695 results found

  1. 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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  2. Possibility to change subtotal/total manually.

    36 votes

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  3. Search documents from the dashboard

    28 votes

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  4. 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
    67 votes

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

    Ability to add a custom variable or field to calculate pricing and totals without using a pricing table or quote.

    154 votes

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    The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.

  6. 12 votes

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

    45 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!

  8. 1 vote

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  9. 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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  10. 2 votes

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  11. 2 votes

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

    17 votes

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  13. 159 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

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

    62 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.

  15. 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)

    118 votes

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  16. 5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. 350 votes

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    Hi, we have good news! We have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.

  18. 2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. download the finished document along with the comments

    25 votes

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