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Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7169 results found

  1. Ability to use fractional numbers within the QTY column in the quote builder

    4 votes

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  2. Folders appear on the Home page

    4 votes

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  3. Advanced analytics for the Rooms.

    4 votes

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    0 comments  ·  Rooms  ·  Admin →
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  4. 4 votes

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  5. Ability to show product description only after a product is selected in the Quote builder

    4 votes

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  6. The customer receives a quote and makes a selection and the document is then filtered back to us for processing

    4 votes

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  7. The ability to set a rule where if a data merge does not populate any information into a pricing table from the CRM, that table will not appear.

    4 votes

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  8. 4 votes

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  9. set a tax rate per product and have it automatically calculate on the pricing table

    4 votes

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  10. Filter document downloads by regular documents, bulk send documents, and documents created from forms, so you can download all documents except those created from forms.

    4 votes

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  11. 4 votes

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    0 comments  ·  Rooms  ·  Admin →
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  12. Automatically turn on 'Enable optional item' for pricing tables and quote builder instead of having to manually enable this

    4 votes

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  13. Stripe: ability to stop recurring payments (cancel subscription) through PandaDoc, not only via payment gateway

    4 votes

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  14. Global admin setting to update all users profile images to the company logo and prevent users from updating the image.

    They'd like to be able to remove the blank photo from their emails. Their users are not updating their profile photos.

    Global branding for their company

    4 votes

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  15. With the new feature "x days after signing date", it would be beneficial to have the option of "business days" instead of just "days" so that weekends aren't included in the count.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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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!

  16. Add the duplicate option to the Home page

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  17. SeamlessChex ACH & Cards

    4 votes

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  18. right now you can only merge rows but not columns

    4 votes

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  19. The ability to enable recipients to not have to input recipient information before singing a form

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  20. Change document name after document completion

    4 votes

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    0 comments  ·  Automations  ·  Admin →
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