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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7112 results found

  1. Allow more than 365 days to autofill date field

    1 vote

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  2. The ability to Bulk update user emails in an account

    4 votes

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  3. Use workspace name as a sender when using white-labeling

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. switch PandaDoc accounts without logging out and logging back in

    2 votes

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  5. Option to add a fee only to one line item and exclude all other items

    1 vote

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  6. It would be helpful to have a "month to date" and "year to date" option in reporting filters. Today, I have to update reports daily to reflect the first to the current day, which works but is cumbersome. Having a month-to-date option would be helpful for monitoring documents throughout the current month.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  7. If a customer signs a document, I would like to gain some extra information from this customer. For instance by providing some fields the customer has to fill or select an option before signing (so mandatory). For example I need to know if this customer wants to be billed monthly or annually but only when the customer agrees and signs, so only then I would like an option for the customer to select one of these options. Is it therefore possible to provide some extra pop-up fields eg when the customer clicks on the signing button?

    1 vote

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  8. 1 vote

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  9. 3 votes

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  10. 1 vote

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  11. Easier way to replace fields with same shape and size content blocks

    2 votes

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  12. Ability to add text blocks to any place on the "content" type page.

    8 votes

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  13. Integration with Redmine

    1 vote

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  14. The ability to download notarizations in bulk.

    1 vote

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    1 comment  ·  Other  ·  Admin →
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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!

  15. Calculate a total for a pricing table plus a regular table

    2 votes

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  16. Integration with workbooks

    1 vote

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  17. A way to hide fields/rows of text in a document (created from a template) that are pulling data from Zendesk via variables if that particular field is empty.

    1 vote

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  18. 2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. Ability to create a custom view/rename columns in the Home Overview page.

    3 votes

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  20. Currently, quotes from Quote Builder do not display on a docx download, only PDF. Adding support for this feature on Docx downloads.

    34 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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