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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4109 results found

  1. Service Titan

    Integration with Service Titan

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  2. Pricing Table: Duplicate sections, Save sections, Merge Tables.

    It would make our lives 10 times easier if we could duplicate sections of a pricing table. I.e. Enter 5 products for Day 1 of something, and duplicate to create Day 2, 3, 4, etc instead of manually inputting the same products. It would be great to also be able to save section of a pricing table to your content library or catalog, and add an entire section onto an existing pricing table block. They would essentially MERGE. Thnx!

    4 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  3. Add option to have Discount and Tax items in the footer display the total of each from the line items

    Right now it seems like it is an either/or scenario. what I would like is to have discounts figured on the line items, but pull that from our CRM (Salesforce). Then on the template, have the total of the discounts show up in the discount line in the footer. Same for Taxes.

    This way we can show the total discount, but not show what line item it was on, and manage that from our CRM.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Download Chat / Private Message transcript

    Option to download private message /chat on a document.

    17 votes

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Admin →
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  5. Sendinblue

    Integration with Sendinblue

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. scheduler that i can autosend an approval document each day

    scheduler that i can autosend an approval document each day

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  7. Reset personal info in the Settings (including profile pic)

    5 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Ability to customize or add columns that show under the documents list

    Customize or add columns that show under the documents list, (e.g. if you'd like to see the cost, margin in the documents list)

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  9. A setting to allow specific users to be removed from receiving the notification that a PandaDoc has been completed.

    A setting to allow specific users to be removed from receiving the notification that a PandaDoc has been completed.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. [Bulk Action] Add the same image for multiple items in the catalog

    add the same image for multiple items in the catalog at the same time

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  11. Option for a user to leave a workspace

    Option for a user to leave the workspace. As of the moment the user can be deleted by the acc owner/Admin, however, not able to leave the workspace on their own

    4 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. New wizard: full list of contact parameters

    New wizard: the full list of the contact parameters when creating a document.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. Show that the recipient used password in the Audit trail

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  14. Pricing table total that separately shows total for recurring charges and total for a one-time fee (as in QuoteRoller)

    4 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  15. Merge a barcode from Salesforce

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. Shared with me folder to be available from HubSpot on EV2

    Shared with me folder to be available from HubSpot on EV2

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Sync HubSpot tokens and the ones in a document

    At the moment the list of tokens in a PandaDoc document is copied from HubSpot at the very moment when a document is created. When a property is deleted from HubSpot, the token disappears only in HubSpot -> Show PandaDoc Tokens, but not in list of Variables in a document. The feature request is to sync those list of variables in a document and in a deal/contact/company

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. generate signature certificate even if the document is not completed by all recipients

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  19. Ability to remove the Upgrade Button from the Dashboard on the Free eSign plan.

    Ability to remove the Upgrade Button from the Dashboard on the Free eSign plan.

    5 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. email with high priority

    Would like to be able to send emails with high priority.

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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