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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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509 results found

  1. Section to view all documents I signed

    2 votes

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  2. Useful when uploading copies of documents created outside of PandaDoc to include when generating reports.

    2 votes

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  3. It would be helpful to have a "month to date" and "year to date" option in reporting filters. Today, I have to update reports daily to reflect the first to the current day, which works but is cumbersome. Having a month-to-date option would be helpful for monitoring documents throughout the current month.

    2 votes

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  4. 2 votes

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  5. A way to record a video within the PandaDoc platform and make it available to the customer including the offer.

    2 votes

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  6. combine pdfs in single file

    2 votes

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  7. i.e The ability to have 2 separate companies and be the account owner for them using the same email address.

    2 votes

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    • will allow the user to have the option on manage and action button using the ellipsis
    2 votes

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    • option for the user to get the link of all of the created document via downloading it in csv
    2 votes

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  8. Ability to tag a client within the saved message.

    2 votes

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  9. 2 votes

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  10. The ability to integrate with NCR payment solutions

    2 votes

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  11. Customer would like to create a conditional rule base on the recipient's selection and not on variable

    2 votes

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  12. Be able to edit the list of departments that appear when a new user signs up. Right now specific departments like Sales, Marketing appear but it would be nice to customize the options that appear.

    2 votes

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  13. Ability to pull Report on the document value/deal value after the document has been completed, to retrieve the value that was agreed by the recipient.

    2 votes

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  14. Sending PandaDoc's in bulk with verification code

    2 votes

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  15. the ability for users to subscribe to a different plan while part of a workspace from another account

    2 votes

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  16. Customer would like to limit the suggestion that the recipient can make when using the suggest edits feature

    2 votes

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  17. there should be an option to clear the chat messages on a sent document

    2 votes

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  18. Ability to assign a complete status to a document (automatically) without sending.

    2 votes

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