Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Decline part of the document

    1 vote

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  2. Customers want to be able to search by content, not only by title on choosing the CLI items.

    It will help them to choose the needed one before they post it into the document or template.

    by cbayles@es2.com

    1 vote

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  3. Crazy that an Administrator has to unlock the section, edit, then relock.

    1 vote

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  4. Having an option to set validity dates for templates

    1 vote

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  5. 1 vote

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  6. Substract the second price from the first price (when they are set up as 2 products) as a discount.

    1 vote

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  7. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  8. 1 vote

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  9. 1 vote

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  10. 1 vote

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  11. 1 vote

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  12. 1 vote

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  13. I would love to see a summary email that provides an overview of what is happening in Pandadoc each day.

    1 vote

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  14. List all the documents, which require client's/mine signature

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  15. The option to break autonumbering in headings: make it possible to set up lists as 1-10 and 1-9, instead of 11-19.

    1 vote

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  16. notification if the User/Sender can be notified if the recipient prints out the document?

    1 vote

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  17. Option to Not make a recipient as signer when assigned to a field

    1 vote

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  18. When you open a template to create a new document, the sender uses drop-down menus to change information for our clients.
    It automatically assigns them as a signer. I think you should leave them unassigned or at least have an option to leave them unassigned once they are filled out, as per the attached examples.

    1 vote

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  19. When a new catalog item is added manually, allow the previously imported custom fields to be visible within the template when creating them individually.

    1 vote

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  20. Allow offer for financing through Great America Financial. Finance calculation based on total quote.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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