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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6080 results found

  1. 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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  2. 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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  3. collect payments with Microsoft Business Central

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  4. 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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  5. 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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  6. 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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  7. 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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  8. Update document currency via variable

    Option to update document currency via variable

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. 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.

  10. 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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  11. Modify Billing notifications

    Modify Billing notification on payment subscription

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  12. 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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  13. 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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  14. 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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  15. 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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  16. Option to hide "resolved suggestions" in sent status

    Use case: signer 2 is not able to see suggestions made by signer 1
    Pain Point: solves for internal review case (internal signer would be signer 1, external signer would be signer 2).

    3 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Multi-stage Approval Workflow for Approver Group

    Approver A approves the document, only then it goes to Approver B for the final approval

    7 votes

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    1 comment  ·  Approvals  ·  Admin →
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  18. Document rejected notifications *sent to a document approver / rejected docs and notes to them visible in one place

    Document rejected notifications *sent to a document approver so the document approver can see all the docs rejected and can see notes as well

    5 votes

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    0 comments  ·  Approvals  ·  Admin →
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  19. Ability to lock an entire page (all content blocks) within a document

    10 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. webhook trigger for completed and expired documents

    To be able to separate the webhook trigger for completed and expired documents.

    10 votes

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    1 comment  ·  Integrations  ·  Admin →
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