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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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7112 results found

  1. The customer is requesting the capability for the video block to accept videos uploaded from her computer and automatically play when the recipient receives the document.

    3 votes

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  2. Ability for items I'm resizing to snap to the size of the other items near it

    1 vote

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  3. Export list containing document name, template used, and HubSpot object ID from a document

    3 votes

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  4. A way for the customer to automatically add the date from the document to their calendar on their device once the document is opened.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. Option to apply coefficients for different groups of clients, i.e. to offer them discounts or on the contrary to increase the cost

    2 votes

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  6. 2 votes

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

    34 votes

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

    1 vote

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

    1 vote

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

    2 votes

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  12. 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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  13. 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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  14. export the recipients in the Excel file for the expired documents

    1 vote

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  15. 4 votes

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  16. 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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  17. disable email notifications for bulk import

    2 votes

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  18. 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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  19. Google Workspace add-on for EU server customers

    1 vote

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