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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. Allow recipients to revisit unfinished forms without having to restart the form process.

    Allow recipients to revisit unfinished forms without having to restart the form process.

    13 votes

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    1 comment  ·  Forms  ·  Admin →
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  2. Inbox, filter by status for documents

    Filter documents in Inbox by status

    13 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  3. 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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  4. [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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  5. 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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  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. Smart content block next to another block

    Add a smart content block next to another block, or to a table

    13 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  8. 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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  9. 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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  10. 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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  11. Mask content: Hide Information Until Recipient's Mouse Hovers Over It

    It would be great to have an option of displaying some additional information in tooltip/popup after clicking/mouseover.

    The customer will have the option to view additional information (about a product/service in the offer) without having to leave the document (as is currently the case with hyperlinks)

    13 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  12. Option to have a collaborator in forms

    Option to have a collaborator in forms

    13 votes

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    1 comment  ·  Sharing & Collaboration  ·  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. 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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  17. 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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  18. 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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  19. 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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  20. Filter criteria for the dashboards view per date range

    Can you enable a filter for the dashboards / views so a user can select a date range or some other criteria?

    13 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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