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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. It would be helpful to have an option to create product variations. For example, we sell contracted services for one year, 2 year, 3 year or 5 year terms. These services have a different monthly price depending on the contract term. Currently, I have to create a separate product for each term, which adds a lot of extra products to my catalog. Instead, it would be nice to add the different prices for each contract term under one product in the catalog as a variation, and then be able to select the variation of the product from a dropdown when…

    9 votes

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  3. Customer would like to have the ability to categorize his PandaDoc contacts or group them by a specific group name.

    33 votes

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    9 comments  ·  Other  ·  Admin →
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  4. Ability to sort documents by the renewal date.

    1 vote

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  5. Include "expiration date"/"renewal date" into the report.

    1 vote

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  6. Option to see all users' notifications from all workspaces within MS Teams

    1 vote

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  7. It would be helpful to have an option for the recipient to select between Annual and Monthly pricing options, similar to how PandaDoc pricing has the option on the pricing page for Monthly or Annual.

    3 votes

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  8. The ability to track actions such as who has logged in/out and who has removed documents, etc.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  9. export the recipients in the Excel file for the expired documents

    1 vote

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  10. 4 votes

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  11. Customer would like to have their payer pay 50% of the total and once they have completed the work order they can continue to pay the other 50% on the same document.

    1 vote

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  12. disable email notifications for bulk import

    2 votes

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  13. negative and positive sign for Numbers only - fillable fields validation

    2 votes

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    • Will allow user to edit Role permissions, on thier preferred preference.
    2 votes

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  14. Google Workspace add-on for EU server customers

    1 vote

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  15. The "Log Out" button in the new interface is difficult to locate.

    2 votes

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  16. Ability to download documents as PTX and P12

    2 votes

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  17. Integrate with RD Station

    5 votes

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  18. Send a prompt to the document creator if they select/ edit specific parts of a document. The prompt could be created by the users in the account to provide information regarding their customers in relation to the document.

    2 votes

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  19. Add tags to multiple content library items at once

    2 votes

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