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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7445 results found

  1. Downloading attachments along with the document they are attached to

    Download attachments with PDF

    217 votes

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    37 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  2. Edit Approval Workflow without editing doc

    Customer would like to be able to change the approval workflow after sending without editing the document first.

    24 votes

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    3 comments  ·  Approvals  ·  Admin →
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  3. pricing table subtotal add text

    Ability to add more text to separate columns in the pricing table subtotal row - So that extra information, for example number of products purchased, can be summed there.

    13 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. ability to save customised fields

    ability to pre save custom options in dropdown or in a text fields, to not recreate them on a new template/document

    12 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. Tokens/variables for total discount

    tokens/variables for total discount

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Export a list of all upcoming renewals

    25 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

  7. "End of contract" template

    end of contract template to be added in the template gallery and dashboard tile for status

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  8. Record document status change in Zoho

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  9. Ability to adjust the size of all fields (checkboxes) at the same time

    Allow users to adjust the size of a checkbox or any type of field in one go.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. connect 2 PandaDoc accounts to Pipedrive at the same time

    connect 2 PandaDoc accounts to Pipedrive at the same time

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. QR code for documents

    Custom QR code to our documents for recipients to use.

    14 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. Option to have a collaborator in forms

    Option to have a collaborator in forms

    13 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  13. [Reporting] Export in CSV file draft documents, include Draft document into the reporting

    export in CSV file draft documents

    https://pandadoc.zendesk.com/agent/tickets/389940

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Ability to disable 'make your payment online' pop up

    4 votes

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    2 comments  ·  Quote to Cash  ·  Admin →
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  15. ability to pull negative numbers from salesforce

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. Ability to convert content library items to image library items or to move CLIs to the image library

    Ability to convert content library items to image library items or to move CLIs to the image library

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  17. ReAmaze CRM

    Integration with ReAmaze CRM

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. Import Catalog & Product Images from Google Workspace

    Be able to pull Google Drive Images & or a Google Sheet Product Catalog immediately into a quote.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  19. Ability to integrate the original Stripe payment link that is used for covering any chargebacks

    Hello, I have been using Pandadoc and i have just received a chargeback. So, Stripe told me that the only way they will automatically cover the chargeback is if the original STripe payment link is used, instead of the one that PandaDoc is using.
    Could you create a feature that would allow users to put in the custom payment redirect link?
    Thanks

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  20. Mutually exclusive pricing options: radio buttons within a pricing table

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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