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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7096 results found

  1. Is there an integration to Outlook available or in the development stages? We would like to easily display our boards in specified users calendars. If not, is the best option to simply subscribe to the calendar using the link provided in PandaDoc.

    13 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. Ability to set an expiration date for the document for "today/by the end of the day".

    13 votes

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  3. 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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  4. 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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  5. Option to have a collaborator in forms

    13 votes

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  6. 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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  7. Custom QR code to our documents for recipients to use.

    13 votes

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  8. 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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  9. Would like the ability to preview the PDF before sending the document

    13 votes

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  10. pass tokens HubSpot to PD forms

    13 votes

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  11. I want to completely remove my profile photo. I do not want to replace it with another photo.

    13 votes

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  12. create a report from the documents created per recipient

    13 votes

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    2 comments  ·  Other  ·  Admin →
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  13. ability to have a check box to make an entire pricing table optional

    13 votes

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  14. The customer would like to have an expiration date separate for each signer. For example, if the first signer has to sign within a week because of company policy, and then there would be a second expiration date for the second signer.

    13 votes

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  15. 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.

    13 votes

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  16. 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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  17. Attachments should be supported when viewing or signing on mobile app.

    13 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  18. 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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  19. 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!

  20. 13 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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