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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Reporting feature in API

    Reporting feature in API

    get a complete data dump of all of our instances documents details with audit trails, trying to perform some analytics of speed of signing

    8 votes

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    1 comment  ·  API  ·  Admin →

  2. Ability to delete columns in the pricing table if any of the columns is restricted.

    Ability to delete columns in the pricing table if any of the columns is restricted.

    8 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) 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!

  3. Mass Update Catalog Pricing by Percentage

    Mass update of Catalog items price by percentage. Per client- "with the fast rate of inflation we’ve noticed what a pain it has become continuously updating product prices.

    It would be a great feature to be able to increase the cost buy ( example 8%) rather than have to calculate 8% and enter that individually. Also if you could tick/highlight multiple products and add 8% that would be amazing. I am having to amend out catalog on a monthly basis at the moment and there is over 150 products to go through"

    8 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

  4. drag content blocks between pages easily

    drag content blocks between pages easily

    8 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  5. Smart Content to Support Drop-down values from variables

    For the Smart Content to pull drop-down variable values once the latter gets implemented.

    8 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  6. Bulk print multiple docs

    My workflow involves making hard copies of multiple similar documents at around the same time -- current PandaDoc process involves opening and printing each one individually.

    8 votes

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    3 comments  ·  Sharing & Collaboration  ·  Admin →

  7. Affirm or AfterPay

    Native integration to similar apps for Affirm or AfterPay Payment Gateway

    8 votes

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    1 comment  ·  Integrations  ·  Admin →

  8. Increase branding logo resolution on automated emails from PandaDoc

    Increase branding logo resolution on automated emails from PandaDoc

    8 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →

  9. Version history - export/download templates / Ability to print changed versions within PandaDoc UI

    version history ability to print changed versions within PandaDoc UI
    Provided workaround to print from webpage and change the size of the document.

    8 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

  10. Pricing table summary reorder columns (or support RTL). Reorder columns in the pricing table total section.

    One should have the option to reorder columns of the summary part of the pricing table, not just the pricing table itself, but the summary table which consists of two columns, we should be able to reorder them as for RTL languages the text should appear on the right whereas the numbers should appear on the left.

    8 votes

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    1 comment  ·  Localization  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) 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!

  11. Remove all required fields at once

    remove all required fields at once

    8 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  12. Notion

    Notion integration

    8 votes

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    1 comment  ·  Integrations  ·  Admin →

  13. The ability to conflicting themes to keep formatting.

    For example -- at this time, when a content library item is added to a template, it will take the theme of the template and the formatting of the pages may change based on the theme of the template. This feature request is to ask for the ability to have any document or CLI added to another document/template keep it's individual formatting.

    8 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →

  14. The ability to change reminder settings in bulk for a large number of sent documents.

    For example, the template used for bulk send did not have auto-reminder settings set up. Could there be a way to enable it for all of the sent documents after they have been sent?

    8 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  15. Route notifications to another person: notify someone (not a document owner/participant) that the document signed [Workaround in comments]

    route notifications to another person

    8 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →

  16. Sort templates when creating new document

    The functionality to sort templates in alphabetic order when creating a new document

    8 votes

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    2 comments  ·  Templates & Libraries  ·  Admin →

  17. Sort templates shown when creating documents via CRM integrations

    Sort templates when creating documents via CRM integrations by Title, etc.

    8 votes

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    1 comment  ·  Integrations  ·  Admin →

  18. Smart Content to work with uploaded pages

    Smart Content to work with uploaded pages

    8 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →

  19. improved collaborators feature: track changes

    show who and when edited a document. it would be great if we have a panel with document history with collaborators' edits

    8 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  20. APAC localization: Korean and Mandarin

    Korean and Mandarin

    8 votes

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    1 comment  ·  Localization  ·  Admin →
    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) 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!

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