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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5401 results found

  1. automatically set document sender: conditional document sender

    I know I am able to alter who the document appears to be sent from, but can I have this be set to someone automatically?

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Signature line orientation

    Place a signature to align appropriately on a page with a vertical (as opposed to a more standard horizontal) orientation.

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Add check box or radio buttons to trigger create and send document in Zapier based on the selected option. - patricia@kinterinsurance.com

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. Ability to approve or deny contract from API

    Ability to use the API To approve or deny contracts.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  5. Option to create a time slot variable or fillable field (format 8:30 AM - 4:30 PM)

    Option to create a time slot variable or field (format 8:30 AM - 4:30 PM)

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Generate docs with pricing tables products from custom entities in MS Dynamics

    Be able to generate docs with pricing tables from custom entities in MS Dynamics

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  7. Embed the current document status within the document as a variable. [Document.status] variable / token

    6 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. export the sales part of the documents in the CSV file

    export the sales part of the documents in the CSV file

    E.g. Pricing tables items

    https://pandadoc.zendesk.com/agent/tickets/415141

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. collect payments with Microsoft Business Central

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  10. Upload variables automatically from .docx file like with the PDF

    For example -- the field tags recognition and auto-place PDF fields.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. Automatically download the attachments when opening the files added to collect files field

    Automatically download the attachments when opening the files added to collect files field

    69 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Option to resize logo

    An ability to resize logo for the recipient's view

    11 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. Catalog Items as Blocks

    Be able to put catalog items into the body of your document, not just inside a pricing table. Retain name, description and photos.

    3 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Set max number of items in Volume-based Pricing

    I'm trying to put in tiered pricing but it will not let me delete the last line with the infinity. I don't want a to infinity option

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  Valeryia Baranava responded

    Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

    This way, you can set the maximum quantity your customers can set for an item on the quote-by-quote basis.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  15. Make it possible to map PandaDoc document status to other Salesforce object status fields (rather than Opportunity)

    The sync triggers for the document status on the quotes we send out with PandaDoc are more appropriate for us to sync with the status field on the Quote object in Salesforce (rather than the Opportunity object). In future, would it be possible to map the document status to the Quote object status field or maybe even to a custom object status field for a different document?

    18 votes

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    1 comment  ·  Integrations  ·  Admin →
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  16. Modify Billing notifications

    Modify Billing notification on payment subscription

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  17. Conditional Content Based on Pages

    Ability to utilize smart content (placecholders, pre-selected content and conditional content) when content library items are based on pages, not blocks, so they can be inserted between pages, instead of placed ON a page.

    11 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  18. Pass collect files field to CRM: Option to attached uploaded items on the document to the CRM

    Option to attached uploaded items on the document to the CRM.

    • Will include attached item in document when link to CRM.
    1 vote

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  19. Smart content: set a pricing table out of 3 as an automatic source of payment

    When the pricing tables are added via Smart content, set up automatically which table will be the source for the payment.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  20. Edit font size of signature field [Workaround in comments]

    SIGNATURES SHOULD BE LARGER- AS THEY ARE ILLEGIBLE TO READ!

    27 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Admin →
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