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Ideas to Improve PandaDoc

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  • 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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6985 results found

  1. product catalogue management (the SKU multilanguage description, price/cost updating easily updating without import through excel).

    15 votes

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  2. Sort the document by status and direct period of time.

    15 votes

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  3. Bulk Send: Download all completed documents without going to each folder.

    15 votes

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  4. 15 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Use excel to fill variables

    15 votes

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  6. 15 votes

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    Idea  ·  3 comments  ·  Approvals  ·  Admin →
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  7. 15 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  8. Resize text, pricing table/table like an image block in blank page & cover page

    15 votes

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  9. Difficulties with indentation.

    15 votes

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  10. Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.

    Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.

    15 votes

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  11. Copy the page from one document to another.

    15 votes

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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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  13. 15 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  14. Customizable message when automatically receives completed PDF document to signors.

    15 votes

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  15. Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document (not the following one).

    15 votes

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  16. 15 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Recipient view localization.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  17. Link documents to Zoho CRM from PandaDoc side

    15 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  18. 15 votes

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  19. More options/ways to add videos. Embedding options

    15 votes

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  20. Being able to use Quote Builder with Transfer Data functionality.

    14 votes

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