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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7126 results found

  1. Resize the table in the Reporting section

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  2. The doc says the Default is 50 and Max is 100. We need more results during the document list API call

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  3. 1 vote

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  4. Option to present/get repoting data in Power BI

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  5. when writing up a contract with start dates and end dates.. it would be cool if we can add the DATE block where a calendar actually populates and we can see the dates - helps if we want to see if the date is on a weekend.

    1 vote

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  6. It would be amazing if you could see all catalog items in a spreadsheet view. Would make it way easier for maintenance! Having to export and re-import the csv files is the worst :(

    1 vote

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  7. I can see where to filter by templates, but the list is truncated so that I can't see all of the templates at once

    1 vote

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  8. At the moment there is no way to add tick boxes on the iPad version of PandaDocs. I appreciate that this is a toned down version of the full panda docs, but this is a really crucial thing and shouldn’t be difficult to implement.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  9. In addition to the DropBox integration and being able to upload a file from DropBox, it would be great if I was able to upload a whole folder of documents from DropBox with the same integration.

    1 vote

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  10. Ability to set roles later on when setting reciepients..

    1 vote

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  11. Ability to use "this month" filter for the reporting.

    1 vote

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  12. Align Optional Item checkbox in a pricing table with the text, instead of with the top of the cell.

    1 vote

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  13. If a customer attempts to upload a .doc file (old Microsoft word), give a warning that it is not compatible, and to use .docx instead

    1 vote

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  14. 1 vote

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    Hi Pandas,

    I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.


    Here’s what we are building:


    CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.


    Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.


    Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.


    Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.


    We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.


    Timeline Preview: Expect to see these functionalities rolled out in Q2.…

  15. Am getting ready to implement BotDoc.io as a secured transmission protocal- it interfaces with Docusign & Adobe Sign. I use PandaDoc.

    1 vote

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  16. 1 vote

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    0 comments  ·  API  ·  Admin →
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  17. Flexibility on expiration date settings for South American clients
    (i.e send the document weekly and then monthly)

    1 vote

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  18. Offer a HubSpot form to download a PandaDoc so we can see readership statistics? How do we set this up?

    1 vote

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  19. 1 vote

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  20. Split payment amounts between two different cards on a single document

    1 vote

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