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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. replace the PDF source file with API call.

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Option to bundle Forms

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  4. Add endpoint to share templates via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  5. Add a way to pull a thumbnail/preview of a template or document to display in embedded scenario.
    Could also be applied to Documents (similar request earlier from Apploi). This should also work for Template Revisions (separate request)

    1 vote

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  6. 1 vote

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  7. When you add a blank text block to a page and then click off of the page, it becomes completely invisible. Also, the block is narrow, so you have to do a lot of clicking around to find it, or you may add another one redundantly because you can't see it's there.

    1 vote

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  8. The ability to integrate with NCR payment solutions

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  9. When you are an Admin but not the Super Admin/ Account Owner. The option to + Create Workspace is available. It is deceiving to give false hope that as an admin you can create a Workspace when in reality you can't.

    I hope product can place a banner or a notification message saying that only the main Admin Owner can create

    1 vote

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  10. 2 votes

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  11. -Connect a specific Quickbooks Account per workspace simultaneously or
    -Select a specific Quickbooks account in PandaDoc

    4 votes

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  12. Add a delay between adding a CC recipient to sent / completed document and actual sending of the email to this recipient.

    1 vote

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  13. When a recipient is added to the document, put the email address under Latest Activity log (Document Info > Latest Activity).

    1 vote

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  14. 1 vote

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  15. 1 vote

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  16. Ability to add a custom product field to the catalog product that would automatically be added as a price ($) field within the pricing table.

    1 vote

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  17. When the client has hundreds of items, and need to update just a small part of them in specific categories it would help to only export the category that need update and also would make the export faster.

    8 votes

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  18. Customer would like to rearrange the titles on the dashboard

    1 vote

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  19. convert a quote builder block from a proposal into a spreadsheet

    2 votes

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  20. import a previously completed proposal into a new opportunity. For example. We often have service agreements that renew yearly. The proposal typically does not change much other than the price or minor scope changes. If we could import the previous years document into the renewal opportunity it would save us from having to completely re-create the proposal or having to copy and pate it all into a new doc.

    2 votes

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