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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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407 results found

  1. Option to resize the workspace icon

    2 votes

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  2. Optimize the incoming emails to avoid cropped views, etc.

    2 votes

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  3. 2 votes

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  4. 2 votes

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  5. tokens for template embedded

    2 votes

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  6. Allowing to open the link to the recipients of this document only. So if the link to this document was forwarded to anyone else it will not open.

    2 votes

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  7. The option to have just a list for every template where you just can see the links and the emails assigned to it, and create new links in that list. Because right now you always have to create a document ,have it loaded in front of your eyes though it is always the same and then create your link/email.

    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. I went to download a document from Pandadoc and when i did all of the documents were called the same thing, is there a way to change that? Also, is there a way to print double sided?

    1 vote

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  12. 1 vote

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  13. Currently, you are unable to see who created a report and when it was created.

    1 vote

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  14. Ability to select the type of documents displayed in the actions required section.

    1 vote

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  15. Catalog import: add a certain value for csv file that would command not change the existing values when importing a csv to the product catalog.

    1 vote

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  16. Ability to run reports that include conditional filtering. For example, documents created this week or documents sent this week but created at any time.

    1 vote

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  17. Option to clear read inbox

    1 vote

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  18. When users go to print out a document generated in Pnadadocs, the margins default in such a way that the page numbers and other items in the headers and footers are cut off. Having the print settings default to "fit to page" or some other equivalent would be very helpful.

    1 vote

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  19. In the Completed folder, there should be a way to highlight or mark which documents were already worked and which need follow-up. Too often I cannot remember where I left off and end up viewing the same documents over again.

    1 vote

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  20. Filter documents by currency.

    1 vote

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    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!

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