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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. 7 votes

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  2. 9 votes

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  3. Is there a way to see all recipients in my email... as part of the email that comes from you guys?

    9 votes

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  4. 10 votes

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  5. The option to have Download button the document that doesn't have any fields (not via Actions >> Download but a simple download button).

    15 votes

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  6. 34 votes

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  7. 8 votes

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  8. How about adding round corners to the blocks.
    Like in the PowerPoint. It will look especially nice on the cover page with the block background.

    16 votes

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  9. It would be a great feature to allow users to change the currency and have the option to enter in the current conversation rate to therefore calculate the price in the pricing table. For example Product 'A' is 100 GBP but I would like the price to update to USD. There should be a field to enter the conversation rate for example 1.31 by doing so the price for product 'A' would update to 131.31 USD.

    12 votes

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    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!

  10. Auto-update the approval setting in documents (in Waiting for approval status) previously created from this template

    5 votes

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    0 comments  ·  Approvals  ·  Admin →
  11. 7 votes

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    1 comment  ·  Other  ·  Admin →
  12. Option to use subtotal twice in the pricing table
    After a disocunt and after a VAT tax

    15 votes

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    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!

  13. Search documents from the dashboard

    28 votes

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  14. i have items coming from the CRM to the pricing table that have 0.00 value
    I want to omit this to show blank

    9 votes

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    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!

  15. When you replicate an old document it doesn`t update the prices that have been updated via import.

    Example: i have a document made in january 2021, i made a price csv. import to our catalog in february, when i replicate that document, it comes with old prices from january, not the new updated prices in the current catalog.

    So if you replicate lots of documents that sometimes have 100 lines of products inside the pricing tables, you have to manually remove and re-add the items, in order to show the correct updated prices.

    Imagine the frustration and the workload in…

    1 vote

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    0 comments  ·  Automations  ·  Admin →
  16. detect when a new user is added which consumes a license

    2 votes

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  17. Integration with NetSuite

    40 votes

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    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    NetSuite

  18. Advance reporting to show total time viewed on each document.

    13 votes

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    1 comment  ·  Other  ·  Admin →
  19. 2 votes

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    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. sync the opportunity currency from SF and change the proposal currency in pandadoc and sync a custom field for the cost element from SF to PD.

    1 vote

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