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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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2911 results found

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

    15 votes

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  2. It would be great to have an option of displaying some additional information in tooltip/popup after clicking/mouseover.

    The customer will have the option to view additional information (about a product/service in the offer) without having to leave the document (as is currently the case with hyperlinks)

    15 votes

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  3. create a report from the documents created per recipient

    15 votes

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    2 comments  ·  Other  ·  Admin →
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  4. Ability to use QR code instead of link for forms

    15 votes

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    1 comment  ·  Forms  ·  Admin →
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  5. Give option for admins to disable the collaborator button.

    15 votes

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  6. Attachments should be supported when viewing or signing on mobile app.

    15 votes

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    1 comment  ·  Mobile  ·  Admin →
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  7. Client would like the ability to convert a cover page to a content page.

    15 votes

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  8. Separate Approved from To Be Approved within Dashboard- It's misleading, because it says "For approval" on the Dashboard and in the filters on the Documents screen. Docs pending approval are more important than docs that are already approved as far as setting priorities.

    15 votes

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    0 comments  ·  Approvals  ·  Admin →
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  9. Option to use subtotal twice in the pricing table
    After a disocunt and after a VAT tax

    15 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  10. Option to sort the documents by completed date and time.

    15 votes

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  11. How about adding round corners to the blocks.
    Like in the PowerPoint. It will look especially nice on the cover page with the block background.

    15 votes

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  12. 15 votes

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  13. It's really important to show the VAT (value added tax) and the gross before tax/vat in Quote builder

    14 votes

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  14. Ability to customize formula in a pricing table.

    14 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  15. I'd like to be able to add page numbers in the top of the footer so that I can add the company's contact details in the bottom of the footer. I'd also like to be able to format the size, font, colour, etc. of page numbers, so it matches the styling of company information. Not being able to format this is something that'd make me change back from using PandaDoc to other programs.

    14 votes

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  16. When PandaDoc document status changed, attach PDF to Hubspot objects (Company, Contact)

    14 votes

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  17. Option to use shared content library items in Smart content

    14 votes

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  18. 14 votes

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  19. export document data on waiting for signatures into excel

    14 votes

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  20. Customers want rich text formatting from HubSpot fields to be preserved when syncing into PandaDoc. Currently formatting is flattened into plain text, requiring manual cleanup and reducing efficiency.

    14 votes

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