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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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166 results found

  1. Automations: save PDF of the document to Desktop

    Option to set up the automation to save PDF to a folder like Desktop on your local PC

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  2. Synchronise the document in a bundle with the template, so when the change is made to template it applies to document

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  3. Allow variable values to auto-update in a document when updated in Salesforce

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  4. Dropdown workflow

    Clicks a button or makes a selection on a drop-down, then that form gets sent to the selected person.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  5. update prices when duplicating

    When you replicate an old document it doesn`t update the prices that have been updated via import.

    Example: i have a document made in january 2021, i made a price csv. import to our catalog in february, when i replicate that document, it comes with old prices from january, not the new updated prices in the current catalog.

    So if you replicate lots of documents that sometimes have 100 lines of products inside the pricing tables, you have to manually remove and re-add the items, in order to show the correct updated prices.

    Imagine the frustration and the workload in…

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  6. Update Document Title when Email Subject with Title is Updated

    It would be nice if, when you have to close out of a message when sending a doc, it would save the title you've given the message as it does the body of the email.

    1 vote

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