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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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7271 results found

  1. create a report from the documents created per recipient

    15 votes

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

    15 votes

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    1 comment  ·  Forms  ·  Admin →
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  3. Choose the PandaDoc template automatically based on salesforce field value or salesforce product

    15 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. 15 votes

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  5. Client would like the ability to convert a cover page to a content page.

    15 votes

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  6. signature and document forwarding in forms

    15 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  7. Availability to add videos to Content Library as files and upload on the document not through the links but from the files (e.g mp4)

    15 votes

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

    15 votes

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

    15 votes

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

    15 votes

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

    15 votes

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  12. 15 votes

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

    15 votes

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  14. 15 votes

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

    15 votes

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  16. Difficulties with indentation.

    15 votes

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

    15 votes

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  19. 15 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  20. Card Details field for Authorize.net.

    15 votes

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    Idea  ·  4 comments  ·  Quote to Cash  ·  Admin →
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