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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7439 results found

  1. 3 votes

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  2. The ability to use a different email per workspace within an account.

    8 votes

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  3. I have property managers who have one email but manage 10+ properties. Currently bulk send does not allow me to send multiple documents to a single email address

    30 votes

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    3 comments  ·  Other  ·  Admin →
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    • option for the user to get the link of all of the created document via downloading it in csv
    3 votes

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    0 comments  ·  Other  ·  Admin →
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  4. 3 votes

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  5. The customer wishes to have the capability for payment scheduling using the QuickBooks payment gateway.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. Add the ability to send completed docs to specific folders via Variable token. We split our proposals up by company folders. If I could assign a variable token to each folder that would correspond with the variable token on the doc then I could fully automate this and not have to manually deposit proposals into there correct folders!

    6 votes

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    2 comments  ·  Automations  ·  Admin →
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  7. Improve CSV capabilities for bundle support and product options and currencies to support in complex catalog updates

    3 votes

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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  8. 3 votes

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  9. Document Selection in PandaDoc Based on Certain Fields.

    3 votes

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  10. The customer would like to have the ability to maintain the placement of the variables when they are using replace source file feature

    1 vote

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  11. Will allow the user to set conditional logic for Qoute builder

    18 votes

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  12. Ability to download the reporting as PDF or link that is viewable to others.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  13. 1 vote

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  14. Override MS Dynamics date variable settings with PandaDoc date settings

    2 votes

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  15. 2 votes

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  16. 1 vote

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  17. Update a document with values from PipeDrive after the document has been sent

    1 vote

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  18. The client would like to see who exactly had completed the document because the status shows as "Viewed" until everyone has signed it. They wanted this information to be visible without opening the analytics, just from the document list.

    1 vote

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  19. Increase limit of 50 recipient

    1 vote

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