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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. waiting for payment and paid Doc statuses outside of payment integrations

    Allow to set waiting for payment and paid Doc statuses outside of payment integrations

    15 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  2. Improve Product Catalog

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

    15 votes

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    Idea  ·  2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  3. More filters for documents

    Sort the document by status and direct period of time.

    15 votes

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    Idea  ·  4 comments  ·  Documents & Data Management  ·  Admin →
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  4. Bulk Send: Download all completed documents in one

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

    15 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  5. Card details field for QuickBooks

    15 votes

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

    Use excel to fill variables

    15 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Automatically approve documents created by the approver

    15 votes

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    Idea  ·  3 comments  ·  Approvals  ·  Admin →
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  8. Japanese localization

    15 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  9. Resize other blocks as an image block

    Resize text, pricing table/table like an image block in blank page & cover page

    15 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  10. Text Alignment similar to MS Word

    Difficulties with indentation.

    15 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  11. "awaiting your signature" in dashboard

    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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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Admin →
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  12. Copy the page from one document to another.

    Copy the page from one document to another.

    15 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Subtotal to be used more than once in the pricing table

    Option to use subtotal twice in the pricing table
    After a disocunt and after a VAT tax

    15 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  14. The ability to download a document as a Microsoft Excel file (XLS, XLSX)

    15 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. Edit notification message on PDF attachment

    Customizable message when automatically receives completed PDF document to signors.

    15 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document

    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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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Norwegian localization (EV2)

    15 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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.

  18. Link to CRM Zoho

    Link documents to Zoho CRM from PandaDoc side

    15 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  19. Bulk sending of multiple documents via link sharing

    15 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  20. PandaDoc supports SVG images

    15 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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