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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6788 results found

  1. 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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  2. The ability to have different workflows for the sign off of different catalogue folders, for example, where you are selling Services & Products allow the services team to sign off Services Catalogue items and Products to sign off their items.

    13 votes

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  3. Offer the PandaDoc application in Czech.

    13 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  4. 13 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Can I customize the button “OPEN THE DOCUMENT” (when the recipient receives a document) to say “CHOOSE YOUR PLAN” (or something)

    13 votes

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  6. Prefill fields on the form when it opens.

    13 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. The PDF looks pretty good, but I always have to apologize for it when clients grab it, as the header and footer seem to cover up the content awkwardly.

    13 votes

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  8. One nice feature of PayPal invoices was the ability to add/update the line you're working on directly to your product list on the fly.

    13 votes

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

    13 votes

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  10. 13 votes

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  11. 13 votes

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  12. Option to generate a signature certificate for the documents completed manually

    13 votes

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  13. Separate Approved from To Be Approved within Dashboard- It's misleading, because it says "For approval" on the Dashboard and in the filters on the Documents screen. Docs pending approval are more important than docs that are already approved as far as setting priorities.

    13 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  14. The ability to move a row from one pricing table to another pricing table. Can't drag/move a pricing table row/column to a separate pricing table and if they had that ability would help solve a lot of problems for them.

    13 votes

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  15. also how to add borders to only one row in a table. like the header row

    13 votes

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

    13 votes

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  17. Option to sort the documents by completed date and time.

    13 votes

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  18. In the Send Document box, to add bullets, indentions in the body of the message box before sending the document.

    13 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. The option to have Download button the document that doesn't have any fields (not via Actions >> Download but a simple download button).

    13 votes

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  20. When you open the CLI via EV 2.O mode - the system should show the same files structure as on the Content Library list (folders and files in the correct order)

    13 votes

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