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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7351 results found

  1. When duplicating fields, sometimes they appear below the original field, while other times they appear above it. It would be great if the copied fields didn't jump up into an area that is already populated.

    1 vote

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  2. Mailing/burofax/certified letter service

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. inform the form owner that the email was added incorrectly/invalid and the document was not delivered

    https://pandadoc.zendesk.com/agent/tickets/559774

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  4. It would be nice to have this feature when you update a document from the content library and will sync to all your workspaces as this would save time and you will not update each workspace.

    3 votes

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  5. option to delete pages and insert page breaks using the mobile app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  6. Ability to resize and move the editor toolbar

    2 votes

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  7. I am trying to do is find the original email message that came with the document sent notification. Even though I and other team members were copied on the outbound email, we do not see that message and would like to reuse that language in the original mail. Is there a way for us to get an outbound email audit log to see the messages we sent via panda?

    2 votes

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  8. Ability to split pages into columns on the document level.

    2 votes

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  9. 1 vote

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  10. Would like to have a way to block creation Natively through PandaDoc and only have creation take place in Salesforce

    1 vote

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  11. 1 vote

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  12. When converting a Lead, any PandaDoc Documents tied to the Lead should also appear on the Contact.

    1 vote

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  13. We have 2 different documents tied to our Quotes, a proposal and a service order. The Proposal is meant to populate based on our quote line groups, however, I need the Service Order to generate from the quote line items. It only seems like we can set up one direct pricing relationship at a time.

    1 vote

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  14. 2 votes

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  15. Example: google calandar event invite. Add pandadoc templates so with click of a button event is made and pandadoc docs are made.

    2 votes

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    1 comment  ·  Automations  ·  Admin →
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  16. Customer would like to generate a report for deleted documents alone

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. Search for a contract using Pandadoc contract ID data

    1 vote

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  18. subtotal without line item discounts total (a frequent request btw) - in other words, a footer price column subtotal and

    32 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:

    CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

  19. Allow recipients to revisit unfinished forms without having to restart the form process.

    14 votes

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    1 comment  ·  Forms  ·  Admin →
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  20. Tiered pricing, but the price for the first items is set regardless of quantity. For example, if the price of an item is $750 for the first 5 and $600 for any items after, if an order of 20 items is placed, the price would be
    5 x $750 + 15 x $600, instead of 20 x $600.

    15 votes

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