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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7315 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

    14 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  2. attach bundle documents as a single file upon completion

    attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")

    now they are attached as separate files

    14 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Active Campaign: Ability to use tokens

    Pull in info via tokens with Active Campaign integration

    14 votes

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

    14 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  5. 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".

    14 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. QR code for documents

    Custom QR code to our documents for recipients to use.

    14 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. Internal notes or comments on a document/template

    We would like to have an internal note on a document

    14 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
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  8. content library export

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

    14 votes

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    3 comments  ·  Templates & Libraries  ·  Admin →
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  9. Mollie / Stripe with iDeal

    Hello! I'd love to have an integration with iDeal/Bancontact for payments with my customers from Holland and Belgium. I am using Mollie right now and i saw that Stripe supports iDeal too. Maybe you guys could integrate one of them so customers from the Netherlands can do payments too. I'm sorry to say but no one here uses creditcards for these kind of payments. Thanks in advance, and i hope to see the integration soon!

    14 votes

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    7 comments  ·  Integrations  ·  Admin →
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  10. Google Workspace

    Integrate Pandadoc with google Workspace

    14 votes

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    3 comments  ·  Integrations  ·  Admin →
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  11. Set fields as "not required"/"optional" by default

    availability to set some fields as "not required" by default

    14 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Disable collaborator button.

    Give option for admins to disable the collaborator button.

    14 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Internal hints, notes within document instead of as comments or in line chat

    It will be so nice to enable users adding internal notes, comments or hints related to the pricing structure, reason of discount, payment terms ..etc.

    14 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  14. [Localization] Variables displayed in other languages

    The customer would like to see variables be able to be displayed in other languages, not just english.

    14 votes

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    Idea  ·  3 comments  ·  Localization  ·  Admin →
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  15. Filter documents by owner

    14 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Connectwise

    Integration with ConnectWise

    14 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Adding multiple pages to Content library at once

    Ability to select multiple pages at once and add them straight away to the CL

    14 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  18. Add taxes in catalog

    14 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  19. Danish Localization

    Danish language

    14 votes

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    0 comments  ·  Localization  ·  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.

  20. Table headings

    Ability to add a heading to the top of a table.

    14 votes

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