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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6788 results found

  1. Export specific data from Reporting, based on filters

    Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
    Ability to get not the overall report, but only the info you see inside the app after applying filters

    13 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  2. Hidden Variables: use on documents for internal integration usage, yet be hidden from signers.

    Be able to have "hidden variables" to be able to use on documents for internal integration usage, yet be hidden from signers.

    13 votes

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    6 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. [Reporting] Ability to export just the LIST of completed documents. Option to export a report of all the completed documents in CSV format.

    Ability to export just the LIST of completed documents.

    13 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  4. Quickbooks Integration: 2 Way Sync

    Option to have Quickbooks as Intergation.

    Will allow user to have 2 way sync, with ability to have the open invoices tracked in Quickbooks.

    13 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. Recover deleted Templates & Content Library items

    13 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  6. Replace Source file for specific Page

    Would like to be able to Replace Source File for one specific page of the document instead of the whole document.

    13 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  7. get audit trail details via api

    ability to get audit trail details via api

    13 votes

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    2 comments  ·  API  ·  Admin →
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    Being evaluated  ·  AdminVolha Dziahtsiar (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  8. access emails history sent by pandadoc upon sending documents

    history of emails sent with email body text

    13 votes

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    4 comments  ·  Recipient Experience  ·  Admin →
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  9. Add documents to a bundle

    Currently you can only add a template but this does not work when wanting to join together two existing documents. I want to be able to build a bundle by selecting any pre-existing document

    13 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  10. Ability to set an expiration date for the document for "today/by the end of the day".

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

    13 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents.

    Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents because a process may extend beyond 6 months, causing friction with any team members who do not have access to a PandaDoc account.

    13 votes

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    1 comment  ·  Other  ·  Admin →
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  12. Expiration date for published forms

    Be able to set expiration date for forms inside of the form so that it is inherited by all the documents created based on the form (like with templates)

    13 votes

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    2 comments  ·  Forms  ·  Admin →
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  13. pricing table subtotal add text

    Ability to add more text to separate columns in the pricing table subtotal row - So that extra information, for example number of products purchased, can be summed there.

    13 votes

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    2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  14. Ability to get the IP or Identify who accesses the document using Audit Trail

    Ability to get the IP or Identify who access the document using Audit Trail

    13 votes

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    3 comments  ·  Other  ·  Admin →
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  15. Preview PDF before sending

    Would like the ability to preview the PDF before sending the document

    13 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  16. Make it possible to map PandaDoc document status to other Salesforce object status fields (rather than Opportunity)

    The sync triggers for the document status on the quotes we send out with PandaDoc are more appropriate for us to sync with the status field on the Quote object in Salesforce (rather than the Opportunity object). In future, would it be possible to map the document status to the Quote object status field or maybe even to a custom object status field for a different document?

    13 votes

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    1 comment  ·  Integrations  ·  Admin →
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  17. content library export

    It would be great to have an option to export my content library

    13 votes

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    2 comments  ·  Templates & Libraries  ·  Admin →
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  18. remove profile photo

    I want to completely remove my profile photo. I do not want to replace it with another photo.

    13 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. create a report from the documents created per recipient

    create a report from the documents created per recipient

    13 votes

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    2 comments  ·  Other  ·  Admin →
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  20. optional pricing table

    ability to have a check box to make an entire pricing table optional

    13 votes

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    Idea  ·  3 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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