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Ideas to Improve PandaDoc

'Price List Functionality' has been merged into this idea
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Ideas to Improve PandaDoc

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  1. 3 votes

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  2. Allow the option to pause an account automatically for a set period of time, such as a seasonal hold.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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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!

  3. Be able to set a default date on the date field, i.e. the birthdate year will most likely be in the 1980's. Set it as such so it doesn't default to 2022.

    4 votes

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  4. Can we hide anyone without a “@companydomain.com” email address from the list of users within a workspace?

    1 vote

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  5. Can you create a template for the manufacturing agreement?

    1 vote

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  6. Be able to disable a user account, but still see a record of all past users and see the history of their documents.

    1 vote

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  7. Bulk import tags.

    1 vote

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  8. Ability to pull all the tagged documents only within the folder you're currently in.

    1 vote

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  9. 2 votes

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    0 comments  ·  Automations  ·  Admin →
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  10. Ability to fill out form fields (name;last name;email) via extending the URL.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  11. "Document.ExpirationDate" should be visible to the approver of a document with a note saying this will be populated once sent to client and reference the settings on the document eg. "the date will automatically be populated with an expiry date 7 days after the date it is sent"

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  12. Ability to automatically create a new project in the projects section in Zoho once the document is completed in PandaDoc.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  13. Ability to lock down or restrict editing on Document Title

    3 votes

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  14. how can I restrict access to adding items in the product catalog without changing the account role

    1 vote

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Custom roles

    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.

  15. 16 votes

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    1 comment  ·  Integrations  ·  Admin →
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    Hi Pandas,

    I hope this message finds you well. I'm excited to let you know that we're actively working on enhancing our Monday.com integration.

    We're aware of some existing limitations and are currently developing solutions to address these issues.

    Before we proceed, I'd like to validate our ideas with you to ensure they meet your needs. Could you please use my calendar to schedule a meeting at your convenience?

    https://calendar.app.google/pHa6Xud82oexdoyv6

    During our discussion, we can explore these proposed solutions and gather your feedback.

    Looking forward to your input and working together to enhance your experience with our integration.

    Thanks, Alex.

  16. PandaDoc cannot be used with documents that contain Hebrew via the API.

    Dynamic fields that are embedded in a document that contains Hebrew are not identified correctly, causing the placeholder of the field to appear instead of the field itself.

    Despite having the field properly defined in the document and appear correctly in the PDF, PandaDoc reads the field incorrectly, typically with one of the curly braces reversed: {field-name {
    Additionally, sometime PandaDoc adds an extra space before/after the field name.

    This can be solved in various ways. One simple way is to allow to use the pipe symbol instead…

    12 votes

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    0 comments  ·  API  ·  Admin →
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  17. When the customer is making a down-payment (less than 100% of the pricing table total) -- show this in the pricing table (somewhere near the total)

    3 votes

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  18. dynamically populate images on the document level from the "collect files" field

    6 votes

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  19. Increase the number of images per catalog item

    1 vote

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  20. restrict the quantity editing for specific recipients.

    To be able to assign the roles ( specific recipients) who can edit the quantaty
    https://pandadoc.zendesk.com/agent/tickets/444954

    1 vote

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