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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6540 results found

  1. 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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  2. 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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  3. add tags inside the document to the selected parts to be able to track these selected items tagged within the document

    to mark and tag text within documents to be able to track these selected items and create tasks around those items tagged within the document.

    https://pandadoc.zendesk.com/agent/tickets/414426

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. 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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  5. 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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  6. Bring back the document status list on the bottom-left of the page

    Option to restore classic status indicator on documents:
    Previously, the status indicators of documents were available on the bottom-left of the page, and appear to be missing. It would be useful to have the option to have the classic view back for convenience.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. 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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  8. Option to have a collaborator in forms

    Option to have a collaborator in forms

    10 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. Horizontal line / separator (block) similar to MS word

    Have a content block for dropping a line in between other blocks

    17 votes

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    4 comments  ·  Content Editing & Design  ·  Admin →
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  10. Specify how the payment is made (ACH, Card)

    Specify how the payment is made (ACH, Card)

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. PayPal -- a more clear message that shows customers can pay via PayPal or CC details.

    2 votes

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    1 comment  ·  Payments  ·  Admin →
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  12. Reject the documents once the comments has been noted or written.

    Options to reject the documents once the comments has been noted or written.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  13. Options to write comments on the un approved documents.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  14. Sync between prices in Pricing Table

    if the price is updated somewhere in the pricing table, ability to update the price automatically in another place

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  15. Modify Billing information to add VAT

    Be able to enter or modify VAT number and company name for the billing info

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. pass line items formatting from hubspot

    pass line items formatting from hubspot

    19 votes

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    2 comments  ·  Integrations  ·  Admin →
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  17. Change Time Zone for Date Variable

    change time zone for date variable formatting

    36 votes

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    Idea  ·  4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. The ability to log out of Canva from within a template instead of having to go to the Canva website.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  19. automations with Dropbox

    1 vote

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    Early access  ·  0 comments  ·  Automations  ·  Admin →
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  20. Sort templates when creating new document

    The functionality to sort templates in alphabetic order when creating a new document

    4 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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