Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 154 votes

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    Idea  ·  16 comments  ·  Other  ·  Admin →
  2. The owner should have the ability to modify how the dashboard looks like. Be able to create own filter.

    66 votes

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    Idea  ·  8 comments  ·  Other  ·  Admin →
  3. The ability to make a numbered list wit the following options: 1.1, 1.2., 1.3 etc. (plain text)

    41 votes

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    Idea  ·  8 comments  ·  Other  ·  Admin →
  4. 35 votes

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    Idea  ·  9 comments  ·  Other  ·  Admin →
  5. Have an option to change timezone of the application to AEST.

    29 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
  6. Allow for information put into fields to be exported as a CSV or Excel file.

    26 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
  7. Customers can customize what should be included in a activity csv report file.

    22 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
  8. 21 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  9. It is not possible in PandaDoc to create custom reports on catalog items, depending on what items appeared in the documents with what frequency, from which sales rep, etc. It would be really convenient for management to have this tool so that we can track the activities of our sales reps.

    (PD Sales Rep - it is a dealbreaker for this customer, potentially 8-10 Business level licenses).

    12 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  10. add a contact group (one name) with 3 email address inside it.

    example: Contact name: Admin with 3 email address inside i.e. abc@support, 123@support and xyz@support

    9 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  11. Accessibility in PandaDoc

    8 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
  12. Allow for KBA: Knowledge Based Authentication

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  13. At the moment (July 24 2020) in EV 2.0 it's not possible to change the font size and font family in catalog item description and there is no ANY text formatting for catalog item "Name". So the request is to implement text formatting for "Name" and ability to change font size & font family for catalog item description. This functionality is needed to have everything set up when you insert a catalog item into the pricing table.

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
  14. changing the link to include the recipient's name in the link itself

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  15. 1 vote

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    Merged  ·  0 comments  ·  Other  ·  Admin →
  16. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  17. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  18. ability to turn pages to landscape for uploaded documents

    1 vote

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    Merged  ·  0 comments  ·  Other  ·  Admin →
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