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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7423 results found

  1. Option to have a collaborator in forms

    Option to have a collaborator in forms

    13 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  2. pricing table subtotal add text

    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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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Ability to get the IP or Identify who accesses the document using Audit Trail

    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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  4. Preview PDF before sending

    Would like the ability to preview the PDF before sending the document

    13 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  5. pass tokens HubSpot to PD forms

    pass tokens HubSpot to PD forms

    13 votes

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    2 comments  ·  Integrations - HubSpot  ·  Admin →
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  6. Notifications for the "collaborator"

    When a Collaborator is assigned to a document, there would be a setting option that would allow the Collaborator to receive email updates and notifications about comments and approval statuses on the document, just like the document sender.

    13 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. 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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  8. optional pricing table

    ability to have a check box to make an entire pricing table optional

    13 votes

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    Idea  ·  3 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Expiration date for each signer

    The customer would like to have an expiration date separate for each signer. For example, if the first signer has to sign within a week because of company policy, and then there would be a second expiration date for the second signer.

    13 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  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. Ability to See Attachments on Mobile App - Ios

    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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  12. Multiple Workflow options & conditional workflow

    The ability to have different workflows for the sign off of different catalogue folders, for example, where you are selling Services & Products allow the services team to sign off Services Catalogue items and Products to sign off their items.

    13 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. Czech Localization

    Offer the PandaDoc application in Czech.

    13 votes

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    2 comments  ·  Localization  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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!

  14. Support Quickbooks for non US accounts

    13 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Duplicate workspaces

    The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.

    13 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. provide csv or report of bulk send recipients that havent signed

    provide csv or report of bulk send recipients that havent signed. this will help with resending to users that havent signed

    13 votes

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    1 comment  ·  Esign & Notary  ·  Admin →
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  17. Content Library search inside a folder

    Content Library search inside a folder

    13 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  18. Change the title of the button “open the document”

    Can I customize the button “OPEN THE DOCUMENT” (when the recipient receives a document) to say “CHOOSE YOUR PLAN” (or something)

    13 votes

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    Idea  ·  4 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. Zoho: to pull information from subforms

    Zoho: to pull information from subforms

    13 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  20. Pre-filled forms

    Prefill fields on the form when it opens.

    13 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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