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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6986 results found

  1. Filter documents in Inbox by status

    13 votes

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  2. Be able to have "hidden variables" to be able to use on documents for internal integration usage, yet be hidden from signers.

    13 votes

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  3. 13 votes

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  4. Option to have Quickbooks as Intergation.

    Will allow user to have 2 way sync, with ability to have the open invoices tracked in Quickbooks.

    13 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. Would like to be able to Replace Source File for one specific page of the document instead of the whole document.

    13 votes

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  6. Add a smart content block next to another block, or to a table

    13 votes

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  7. Currently you can only add a template but this does not work when wanting to join together two existing documents. I want to be able to build a bundle by selecting any pre-existing document

    13 votes

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

    13 votes

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  9. Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents because a process may extend beyond 6 months, causing friction with any team members who do not have access to a PandaDoc account.

    13 votes

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    1 comment  ·  Other  ·  Admin →
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  10. 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)

    13 votes

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  11. Option to have a collaborator in forms

    13 votes

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  12. Ability to add more text to separate columns in the pricing table subtotal row - So that extra information, for example number of products purchased, can be summed there.

    13 votes

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  13. Ability to get the IP or Identify who access the document using Audit Trail

    13 votes

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    3 comments  ·  Other  ·  Admin →
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  14. Would like the ability to preview the PDF before sending the document

    13 votes

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

    13 votes

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

    13 votes

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  17. create a report from the documents created per recipient

    13 votes

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    2 comments  ·  Other  ·  Admin →
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  18. ability to have a check box to make an entire pricing table optional

    13 votes

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

    13 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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