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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2979 results found

  1. 15 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!

  2. Ability to assign an approver to a document created through the API. This approver should not be required to be assigned through the template first.

    15 votes

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    1 comment  ·  Approvals  ·  Admin →
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  3. 15 votes

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  4. Ability to set an expiration date for the document for "today/by the end of the day".

    15 votes

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  5. It would be great to have an option of displaying some additional information in tooltip/popup after clicking/mouseover.

    The customer will have the option to view additional information (about a product/service in the offer) without having to leave the document (as is currently the case with hyperlinks)

    15 votes

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  6. create a report from the documents created per recipient

    15 votes

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    2 comments  ·  Other  ·  Admin →
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  7. Ability to use QR code instead of link for forms

    15 votes

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    1 comment  ·  Forms  ·  Admin →
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  8. Give option for admins to disable the collaborator button.

    15 votes

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  9. Attachments should be supported when viewing or signing on mobile app.

    15 votes

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    1 comment  ·  Mobile  ·  Admin →
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  10. Client would like the ability to convert a cover page to a content page.

    15 votes

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  11. Separate Approved from To Be Approved within Dashboard- It's misleading, because it says "For approval" on the Dashboard and in the filters on the Documents screen. Docs pending approval are more important than docs that are already approved as far as setting priorities.

    15 votes

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    0 comments  ·  Approvals  ·  Admin →
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  12. Option to use subtotal twice in the pricing table
    After a disocunt and after a VAT tax

    15 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!

  13. Option to sort the documents by completed date and time.

    15 votes

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  14. The option to have Download button the document that doesn't have any fields (not via Actions >> Download but a simple download button).

    15 votes

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  15. 15 votes

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  16. Ability to customize formula in a pricing table.

    14 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!

  17. I'd like to be able to add page numbers in the top of the footer so that I can add the company's contact details in the bottom of the footer. I'd also like to be able to format the size, font, colour, etc. of page numbers, so it matches the styling of company information. Not being able to format this is something that'd make me change back from using PandaDoc to other programs.

    14 votes

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  18. When PandaDoc document status changed, attach PDF to Hubspot objects (Company, Contact)

    14 votes

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  19. Option to use shared content library items in Smart content

    14 votes

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  20. 14 votes

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