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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4072 results found

  1. Pull data from a template to a content library item with the help of tokens

    I have a "general" template with my pricing table, and I add a library item in which I need to add the total price in a text. I'd like to add [pricingtable.total] token in the text of the content library item and populate the pricing table total from this 'general template'.

    2 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  2. New comment notification icon on documents viewable from the document list

    An icon or flag that will appear next to the document status when viewing the document list to be notified when new comments have been posted.

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. write back document status in a list view in dynamics

    write back document status in a list view in dynamics

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Multiple-page document view format

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  5. pass fields information from one template to another

    1 vote

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  6. Stop Stripe from flagging accounts that are initiating payment via API

    1 vote

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  7. [Mobile] Adding Ev2 items from the content library to the Ev2 template

    2 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  8. Use customer name and address and not billing email in Quickbook Payments

    2 votes

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  9. Sort contant library items alphabetically (when editing a doc)

    2 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  10. Let Members view docs in which they are recipients

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. HBSC account direct payment

    Make payments go to HSBC account directly instead of going through PayPal or Stripe.

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  12. [Bulk action] Ability to change sequence of multiple templates at once

    2 votes

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  13. Notification of unfilled fields for sender

    2 votes

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  14. Do Not Contact Setting

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Comments default display in both internal and recipient mode

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  16. Expose Cost/Profit margin endpoints in API + Zapier

    Cost/Profit Margin endpoints exposed in PandaDoc API

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  17. Ability to download a receipt as a separate document (PDF)

    2 votes

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  18. JSON Payload Update for EV2 with Salesforce

    Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.

    1 vote

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  19. Ability to upload PDFs to comments on a document

    2 votes

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  20. Copper Sync - Refresh Document

    Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes

    2 votes

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