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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7195 results found

  1. It would be nice if instead of having a column in the pricing table to show pictures if the name itself could be clicked on to bring up the gallery of pictures associated with the product.

    3 votes

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  2. Add additional status in between Waiting for payment and Paid such as Payment Submitted"

    3 votes

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  3. Restrict document owner from resolving suggestions but leave this option only for document approver(s)

    3 votes

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  4. Is there a way to format the data coming in? For example, I want to change the date format to be MM/DD/YYYY and to format the amounts to have currency symbols and comma separators.

    3 votes

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  5. The ability to total quotes by quantity rather than only price, as we work on a points system against a monthly retainer fee.

    3 votes

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  6. Option to have Monthly Recurring Revenue token in HubSpot

    3 votes

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  7. Integration with My Robin Payroll

    3 votes

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  8. 3 votes

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  9. From the documents list or even the viewed the ability to decline the document for the client. Sometimes they phone or email us directly back, not declining in Pandadoc. So they are getting reminders and our statistics are wrong.
    Why is it only the client can decline?

    3 votes

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  10. Be able to use the customize button for the Document Values within Reports

    3 votes

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  11. After doc is approved, would be nice to be able to organize docs as approved docs. Be able to filter docs by "approved" within a certain time period.

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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  12. Option to add an EMPTY value " " in JSON API to not display any content library from a smart content ? (even if some content library were selected in Pandadoc)

    3 votes

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    0 comments  ·  API  ·  Admin →
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  13. What I need is a way to protect a pdf so that it cannot be modified, and that it remains protected or in read-only mode.

    3 votes

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  14. Do not deactivate webhook automatically even if HTTP 4xx client errors occur

    3 votes

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  15. Download multiple documents (document folders) directly to computer

    3 votes

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  16. 3 votes

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  17. The option to be able to requiring to fill out something within the pricing table in a template before it can be used and sent out would be very useful.

    3 votes

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  18. 3 votes

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  19. Right now the user list is ordered by account owner and role. It would be preferred if users could choose the order themselves (alphabetical, by role, by addition to workspace, etc)

    3 votes

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  20. If the same user is being a part of multiple approvers groups (with different purposes) on a single document, notifications should be sent separately for each approvers group.

    3 votes

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    1 comment  ·  Approvals  ·  Admin →
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