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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7116 results found

  1. should be possible to separate rows that belong to the columns
    Each of the columns should have several lines
    ability to draw lines for the table (as it is possible in word now)
    improved design options so you can create the table/chart from scratch and recreate the same table as you have in word

    5 votes

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  2. I would like the ability to set the document value to the subtotal of a pricing table, so I am looking at the true value excluding taxes

    5 votes

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  3. 5 votes

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  4. We have noticed when some of our sales team sends the Panda link in their outlook email, it gets blocked by other companies. I think it may be because the link is so long with lots of characters. Not sure if there is an option for a shortened link.

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  5. Be able to move a user from workspace A to workspace B (at the moment you have to delete a user from workspace A and add a user to workspace B)

    5 votes

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  6. Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent, viewed, expired and completed documents that allow management to track team performance easily

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  7. translate products in pricing table to another languages

    5 votes

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  8. When you have Optional fields on a document that you want a client to complete it displays a blatant "Optional" label. This is a deterrent from having them provide the information. Given they might not have all the information that is highly desired, we do not want to set the fields to Required and have to explain what to do if they don't have that information.

    In addition, the "Next" button that guides a person to Required fields, totally skips optional fields. So if there are 10 optional fields, and only the signature is required, clicking Next would jump past…

    5 votes

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  9. 5 votes

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  10. a variable that autopopulates when the document was paid

    5 votes

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  11. An ability to add decimals in the "Numbers only" text field

    5 votes

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  12. comments feature for uploaded documents

    5 votes

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  13. Introduce native automate.io integration

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. Option so that when recipient opens document, chat is automatically opened to ensure recipient receives it.

    5 votes

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  15. AI driven feature to fill in questions for contracts or docs that had already had similar question answered prior.

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  16. No Open API on the customer side

    5 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  17. Quick view for pending documents needs to sign

    5 votes

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  18. ability to add multiple choice option to sections, so that recipient could choose between sections

    5 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    • https://support.pandadoc.com/hc/en-us/articles/9742210042903-Quote-builder-block-Enabling-recipient-options


    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  19. DocuSign offers electronic seals to certify the integrity and origin of documents. For example, a company may apply an electronic seal on a contract before sending it out for signature.

    5 votes

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    • Be sure to not have to change the date manually before generating a document via a template.
    5 votes

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