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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6452 results found

  1. Customize Integration token fonts style and size

    • Alow the user to customize font style and size of the integration tokens
    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. By default, Zendesk Support changes the document title to that of the Subject line, it would be better if there is an option to configure this.

    2 votes

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  3. authorization (access code) to be added on a template level

    2 votes

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  4. Ability to set a default value of a space for custom variables?

    2 votes

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  5. Ability to apply the multiplier to the product price column in the pricing table. This would allow for CPI and inflation increases without having to update the whole catalog. The total would then be calculated as
    MULTIPLIER (hidden column) x PRICE = PRICExMULTIPLIER (which becomes the new PRICE column). Then NEW PRICE x QUANTITY = TOTAL
    Hiding the multiplier column means that the customer will see the price + inflation without the whole catalog having to be updated.

    2 votes

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  6. We would like to have visibility on the sequence number of the documents in the document list. At the moment you can only see the document name which is not enough information for us and requires us searching Pandadoc to find out the number.

    5 votes

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  7. 11 votes

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  8. a view only license that could be assigned to a group of people so that they see the latest version of a document that will change several times before completion.

    2 votes

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  9. 2 votes

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  10. When duplicating a document, to preserve the information (payment data).
    It would be helpful to have a toggle to allow the payment data to transfer to the new document when duplicating it.
    example: A completed agreement for an event with the number of guests, deposit, and date.
    Then the client needs to update the number of seats where the deposit needs to be updated; when duplicating the document, the deposit amount could be updated while maintaining payment data.

    4 votes

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  11. get the PDF directly to Monday and not a link

    4 votes

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  12. Enable much higher flexibility in the Pricing Table with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.

    596 votes

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  13. Ability to check which of the documents have files attached via "collect files" field.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. 1 vote

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  15. To be more specific, right now the headers are on the top of the document and horizontal. This feature request is to have them be vertical on the left side of the pricing table.

    1 vote

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  16. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  17. 5 votes

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  18. Give option to export list of all Documents status.

    16 votes

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  19. 1 vote

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  20. 1 vote

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    0 comments  ·  Other  ·  Admin →
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