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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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782 results found

  1. Apply text settings to the whole column, not only to the one cell like it's now ( August 5 2020)

    2 votes

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  2. mass check documents that are being sent out of bulk to know if any of them differ from the original template

    2 votes

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  3. 2 votes

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  4. Martin is wondering if it is possible to have an addition icon on the dashboard for the total number of documents created. Right now the the dashboard shows Drafts, Sent, Viewed & completed but there isn't an icon for documents that were created in total. So in order for him to accurately know they must add various categories together

    2 votes

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  5. At the moment when you add a recipient to the document which is not in a draft status, it is automatically sent to the added recipient without any confirmation. It would be great to implement this confirmation.

    2 votes

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  6. The option to add colors to tags in order to make them more visible and provide more organization options with color coded tags.

    2 votes

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  7. 2 votes

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  8. 2 votes

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  9. 2 votes

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  10. 2 votes

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  11. Make payments go to HSBC account directly instead of going through PayPal or Stripe.

    2 votes

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  12. 2 votes

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  13. 2 votes

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  14. When adding a pricing table, the pricing table setting should follow what is set on the design tab of the document

    1 vote

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  15. Hide or reveal content to condense document length.

    1 vote

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  16. warning notification if the document is not yet viewed

    1 vote

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  17. Ability to send uploaded files as attachments on the completed pandadoc email

    1 vote

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  18. link document to the Salesforce order

    1 vote

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  19. When manually updating a document status and adding a note to why it was closed, it would be nice to have the note somewhere on the document. Right now nothing shows up on the document when it is closed out and a pdf sent to both myself and the customer. Not having the reasoning why this was closed out and a signature not collected make me have to go back into PandaDoc to track this down. It would be nice if right from the document you could see this information.

    1 vote

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  20. the customer wants to be able to customize the filters available for the document and hide/ remove the unnecessary filters

    1 vote

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