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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7111 results found

  1. Recognize variables when uploading

    The ability for PandaDoc to recognize variables when uploading

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Edit templates and documents inside of Zoho CRM

    Ability to edit templates and documents inside of Zoho CRM

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. QuickBooks Inventory

    QuickBooks: ability to disable "New inventory in QB is created based on the PandaDoc document name (in case there is no existing product in QuickBooks using the exact document name)''

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  4. Variables: System variable to show the number of recipients

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. Ability to download JPEG images from Collect files field

    We'd like to be able to download the JPEG images from the collect files field.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. PandaDoc API : Utilize CSV data

    PandaDoc API that can utilize the CSV data gathered when a form is completed

    2 votes

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    1 comment  ·  API  ·  Admin →
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  7. Shorten the length of fillable fields

    The ability to shorten the length bypassing the current length limitation of fillable fields.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. burmese language for PandaDoc platform

    2 votes

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    0 comments  ·  Localization  ·  Admin →
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  9. Email group allowed for Sending documents via business email

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Remove edit this document message when no signature or initial fields

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  11. For the document Signer to be able to select the type of discount: percentage or flat amount

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  12. Option to have filter by user in the Document Activity (Dashboard)

    • Will allow the user to filter by user in Document Activity [Home]
    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Ability to change the order of grand total section of Quote Builder

    Ability to change the order of grand total section of Quote Builder

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Showing changes in documents requiring approval

    showing changes in documents requiring approval.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  15. Catalog - CSV additional settings format

    Ability to import a CSV file with comma format on Cost and Prices.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. The ability to sort documents and templates by tags.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Ability to tag a client within the saved message.

    Ability to tag a client within the saved message.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  18. Send document notifications to the members of the account

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Export one CSV report for all forms at once

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  20. Reschedule Notary

    I would like to be able to reschedule an already scheduled notary session. For example, I have clients that are scheduled for 2:00 today, but they need to change it to 3:30 - I don't want to have to cancel the session an re-send the link and re-upload all docs.

    2 votes

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    0 comments  ·  Esign & Notary  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

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