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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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6413 results found

  1. 1 vote

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  2. Pricing table column will be hidden if there is no value once the document is generated.

    7 votes

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  3. 3 votes

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  4. 4 votes

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  5. iFrame contents could be something like "You must be logged in to view this contents" instead of the gray screen saying "app refused to connect"

    1 vote

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  6. Be able to both add AND remove users automatically via SSO without needing to have a user manually add and/or remove.

    13 votes

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    We wanted to share an update regarding [insert idea]. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  7. show cost and profit margin per line item even when the document is sent/completed

    12 votes

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  8. Allow for Date range validations, including start and/or end dates, that include any/past/present days, as well as variable references and common date macros (such as +1D)

    2 votes

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  9. 1 vote

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  10. Ability to set the "Subtotal" column in the pricing tables as a function where I select what to sum up and what not to

    1 vote

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  11. eliminate the manual upload of documents in PD, just send the documents for signature via email and then it gets uploaded directly in PD where it just need to access and sign the document. upload document from email to pandadoc

    5 votes

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  12. Set a date range for recipients to choose from on date fields

    5 votes

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  13. 1 vote

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  14. Reset the value of the Conditional Fields and the fields linked to them to blank once a document is edited.

    1 vote

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  15. Auto-populate contact from the dynamics when creating a document (as it works in SF).

    1 vote

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  16. Manually change document status in Salesforce Integration to decline contracts as necessary

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  17. Specify the currency for the pricing table in the document when creating the document via API

    7 votes

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    1 comment  ·  API  ·  Admin →
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  18. Ability to add more than one custom font to a theme. Right now you can only add one, and sometimes need to add different styles of the same font, or different purchased fonts to one doc.

    27 votes

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  19. We have Recipient View Settings for each item in Quote Builder set by default as Edit Quantity/Optional item - toggle off, Pre-select item for recipient - toggle on.

    The client would like to have the option to set up different Recipient View Settings as a default setting for the Quote Builder, for example, Edit Quantity/Optional item - toggles on, Pre-select item for recipient - toggle off. So they wouldn't have to set up those setting every time for the product item that they will be adding to their Quote Builder.

    3 votes

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  20. attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")

    now they are attached as separate files

    14 votes

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