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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6985 results found

  1. 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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  2. 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!

  3. 13 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. provide csv or report of bulk send recipients that havent signed. this will help with resending to users that havent signed

    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!

  5. Content Library search inside a folder

    13 votes

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  6. 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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  7. Prefill fields on the form when it opens.

    13 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. 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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  9. 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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  10. Assign custom fields to columns in the Price Table

    13 votes

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

    13 votes

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  12. Be able to add PandaDoc component to SalesForce community page

    13 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. 13 votes

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

    13 votes

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  15. 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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  16. 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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  17. report of all the signed documents using specific IP addresses

    13 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  18. also how to add borders to only one row in a table. like the header row

    13 votes

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  19. New pricing table as of June 2020: In every single cell you have to click once, and then again in order to edit any of the formatting (Text alignment, etc) and you cannot highlight multiple cells (of the same or different formatting) to bulk change them. This request is in favor to fix this.

    13 votes

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

    13 votes

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