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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6824 results found

  1. Option to set the different header/footers for each page or to delete the it at all.

    143 votes

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    • separate repository in side bar (like Content library)
    • folders within Image library
    188 votes

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    Not Planned  ·  Molly Abrams 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!

  2. Be able to export a particular documents usage: who has viewed, downloaded, completed.

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  3. 294 votes

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  4. 197 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!

  5. Add the ability to make payment mandatory for a certain document or template: so there will be no option to skip it and complete the document without making a payment.

    62 votes

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  6. An option to Undo an action when editing Pricing Table on Editor 2.0.

    3 votes

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  7. Ability to export all the users under the account/workspaces

    36 votes

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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  8. The ability to have a pricing table that is a summary of the final costs. The table will show the total of all the selections made in other tables in the document.

    124 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!

  9. Right now, when you send a document on behalf of another user, that user is automatically notified by email since "they" sent the email. The request is to remove them from this so they are not "bombarded" with emails.

    5 votes

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  10. Allow for information put into fields to be exported as a CSV or Excel file.

    133 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. Be able to use ACH payments with Quickbooks payment gateway

    123 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!

  12. 2 votes

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    Idea  ·  1 comment  ·  Mobile  ·  Admin →
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  13. 5 votes

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  14. The possibility to create Invoices with Paid window when paid (similar to PandaDoc invoices that we send to our clients).

    28 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

  15. Attach a PDF copy of a document to an email regardless of this document's status

    33 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!

  16. 2 votes

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  17. Be able to match text font with pricing font. Right now, the pricing table numbers are at 15 font but this is not an option in the toolbar. There are only even numbers and you can't input your own number

    7 votes

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  18. Be able to have multiple currencies in a pricing table

    53 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!

  19. Contact tokens are not available when creating the document from a HubSpot deal.

    48 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!

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