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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7690 results found

  1. Quote builder: ability to use fractional numbers within the QTY column.

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

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Implement AI to enhance document formatting

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Folders appear on the Home page

    Folders appear on the Home page

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Installments: ability to adjust the interval after a document is sent

    4 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  5. Manually completed document audit

    Group manually completed documents in one folder or create a tag for them by default

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Quote builder: show product description only after a product is selected

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

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Update the Quote products based on the items a recipient chooses

    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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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  8. Hide pricing table if no products were populated

    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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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Apply Quote tax (in Quote footer) to all the recurring payments when Contract term is set to Unlimited

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. Option to resend a completed document to one of the signers for re-signing

    Option to resend a completed document to one of the signers for re-signing (without editing the document)

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. View document/template audit log for the approval workflow

    Hi Team ,

    Kindly add audit history to every document & every template .
    So visibility will increase who updated approval workflow & who updated approver name in the template & document .

    it will useful to trace logs of any document & template .

    4 votes

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    1 comment  ·  Approvals  ·  Admin →
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  12. Document download: filter documents by type

    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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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Support API for Rooms

    4 votes

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    0 comments  ·  Rooms  ·  Admin →
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  14. Automatically turn on 'Enable optional item' for pricing tables and quote builder

    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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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. When signature forwarding, it will automatically update other fields or variables

    When signature forwarding, it will automatically update other fields or variables when it is sent to another signer

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. SeamlessChex ACH & Cards

    SeamlessChex ACH & Cards

    4 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  17. Ability to remove "Action required" items

    Ability to remove "Action required" items, without deleting it or without signing or making some actions to the contract or document.

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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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!

  18. Send a document via email after it has already been shared via a link, without needing to revert the document to Draft mode

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  19. Bypass recipient information input in forms

    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. Automations: change document name after document completion

    Change document name after document completion

    4 votes

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    0 comments  ·  Automations  ·  Admin →
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