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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7112 results found

  1. Bulk send feature for forms similar to the feature for the documents.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. It would be helpful to have the ability to update 'grand_total" in a document using API

    2 votes

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  3. To have the option to create a product item with a recurring charge that will automatically stop after a certain period of time.
    For example, a product item with a recurring charge 10 USD/month for half a year.
    After 6th collection - it automatically stops.

    2 votes

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  4. Ability to generate a report on the time when the document was signed

    2 votes

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  5. 2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  6. Ability to view the background image within the page properties.

    2 votes

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  7. Checklist for completed items on a form or document that can be followed by the document owner.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  8. Ability to add comments to Audit trail

    2 votes

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  9. option for the recipient to save their signed document (created by another user from other PandaDoc account ) to their own PandaDoc account.

    2 votes

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  10. Edit the email of the sent document then auto resend it after it was changed

    2 votes

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  11. Ability to click on the "+ Document" option in Salesforce's PD module

    2 votes

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  12. 2 votes

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  13. 2 votes

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  14. When exporting a document as PDF the number format of the pricing table is changed to US number formatting even if the document uses a different number formatting (e.g. Germany).
    The PDF export, therefore, does not match the PandaDoc making it unable to create proper documents for markets outside of the US.
    Please fix this issue.

    2 votes

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  15. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  16. able to have a line item in a price table section such as 'decline services' zero out the total in the whole price table.

    2 votes

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  17. Create and delete workspaces via API. Ability to programmatically manage workspaces will allow for automation of onboarding new teams

    2 votes

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    0 comments  ·  API  ·  Admin →
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  18. Be able to use the customize button for the Document Values within Reports

    2 votes

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  19. collaborators can see the attached files with the permission to view and comment the document

    2 votes

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  20. Ability to set a limit for the number of files being uploaded via the document creation.

    2 votes

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