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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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168 results found

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

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

    1 vote

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  2. Catalog import: add a value for csv file that would command not to change the existing values

    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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  3. Conditional filtering in reporting module (i.e. "or"; "and")

    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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  4. Highlight or mark documents in completed folder

    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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  5. Filter documents by currency.

    Filter documents by currency.

    1 vote

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    Not Planned  ·  AdminJoan Nocon (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!

  6. [Bulk Action] Download Notarizations

    The ability to download notarizations in bulk.

    1 vote

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    Not Planned  ·  Valeryia Baranava 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!

  7. Ability to have a real time signature

    to create a template that can be signed in real time and not sent via email to someone.

    1 vote

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  8. PO make out of a proposal once it is completed

    When a proposal is completed need to make a PO from there to place an order with a vendor

    1 vote

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