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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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  1. 2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  2. Ability to view the background image within the page properties.

    2 votes

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  3. Checklist for completed items on a form or document that can be followed by the document owner.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. Ability to add comments to Audit trail

    2 votes

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  5. option for the recipient to save their signed document (created by another user from other PandaDoc account ) to their own PandaDoc account.

    2 votes

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  6. Edit the email of the sent document then auto resend it after it was changed

    2 votes

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  7. Ability to click on the "+ Document" option in Salesforce's PD module

    2 votes

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  8. 2 votes

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  9. 2 votes

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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!

  10. When exporting a document as PDF the number format of the pricing table is changed to US number formatting even if the document uses a different number formatting (e.g. Germany).
    The PDF export, therefore, does not match the PandaDoc making it unable to create proper documents for markets outside of the US.
    Please fix this issue.

    2 votes

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  11. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  12. able to have a line item in a price table section such as 'decline services' zero out the total in the whole price table.

    2 votes

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  13. Create and delete workspaces via API. Ability to programmatically manage workspaces will allow for automation of onboarding new teams

    2 votes

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    0 comments  ·  API  ·  Admin →
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  14. collaborators can see the attached files with the permission to view and comment the document

    2 votes

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  15. Ability to set a limit for the number of files being uploaded via the document creation.

    2 votes

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  16. I want to create a URL favorite for my browser so when I pull up PandaDocs my documents will only show viewed and sent documents without having to click the status filters

    2 votes

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  17. Ability to access and delete from the inbox on mobile

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  18. 2 votes

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  19. 2 votes

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  20. Can we put the Total before discount as an option in pricing tables?

    I think it would be nice to be able to show a summary of the kind of discount our clients are getting just in case they need that extra nudge to sign.

    2 votes

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