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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4071 results found

  1. Ability to set an expiration date for the document for "today/by the end of the day".

    Ability to set an expiration date for the document for "today/by the end of the day".

    13 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Option to see the users who deleted a document / template

    A panel where customers can see which documents were deleted, and by whom and when.

    13 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  3. Expiration date for published forms

    Be able to set expiration date for forms inside of the form so that it is inherited by all the documents created based on the form (like with templates)

    13 votes

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    2 comments  ·  Forms  ·  Admin →
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  4. Option for column totals in the pricing table

    Option for column totals in the pricing table

    13 votes

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    2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  5. Replace source file for Forms [Workaround in comments]

    For example, the client has a Form with 100+ fields and doesn’t want to replace the fields if needed to update the underlying pdf

    13 votes

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    2 comments  ·  Forms  ·  Admin →
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  6. content library export

    It would be great to have an option to export my content library

    13 votes

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    2 comments  ·  Templates & Libraries  ·  Admin →
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  7. To be able to upload editable powerpoint

    13 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. remove profile photo

    I want to completely remove my profile photo. I do not want to replace it with another photo.

    13 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Minimum Quantity in Pricing Table

    13 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  10. Filter criteria for the dashboards view per date range

    Can you enable a filter for the dashboards / views so a user can select a date range or some other criteria?

    13 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  11. Support Quickbooks for non US accounts

    13 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Filter documents by owner

    13 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Add item / product to catalog directly from the pricing table

    One nice feature of PayPal invoices was the ability to add/update the line you're working on directly to your product list on the fly.

    13 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  14. Table headings

    Ability to add a heading to the top of a table.

    13 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  15. Automatically approve documents created by the approver

    13 votes

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    Idea  ·  3 comments  ·  Approvals  ·  Admin →
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  16. [Bulk send] Edit documents

    Edit documents that user would like to send in bulk

    13 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  17. The Draw signature option set by default

    13 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  18. Allow to link documents to records within ZendeskSell similar to Pipedrive and Salesforce

    Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce

    13 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  19. Borders for one row in a table

    also how to add borders to only one row in a table. like the header row

    13 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Subtotal to be used more than once in the pricing table

    Option to use subtotal twice in the pricing table
    After a disocunt and after a VAT tax

    13 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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