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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6100 results found

  1. 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  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Expiration date for each signer

    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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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  3. 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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  4. Ability to See Attachments on Mobile App - Ios

    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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  5. Multiple Workflow options & conditional workflow

    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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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Czech Localization

    Offer the PandaDoc application in Czech.

    13 votes

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    2 comments  ·  Localization  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    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!

  7. Support Quickbooks for non US accounts

    13 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. Duplicate workspaces

    The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.

    13 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Content Library search inside a folder

    Content Library search inside a folder

    13 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  10. Pre-filled forms

    Prefill fields on the form when it opens.

    13 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. Add item / product to catalog directly from the pricing table

    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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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  12. custom fields in Price Table

    Assign custom fields to columns in the Price Table

    13 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. Add PandaDoc component to SalesForce community page

    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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  14. Attachments in Content Library

    Ability to save and retrieve attachments from Content Library.

    13 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  15. Allowing the recipients to edit the document.

    13 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  16. Lock Signing Order

    Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.

    13 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Moving rows from one pricing table to another pricing table

    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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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Generate Report of the IP address and location in the Signature Certificate

    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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  19. Total Time Viewed Reporting

    Advance reporting to show total time viewed on each document.

    13 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  20. Edit template via mobile

    Edit the templates via mobile app.

    13 votes

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    Idea  ·  1 comment  ·  Mobile  ·  Admin →
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