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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7368 results found

  1. The ability to make check boxes permanent if they have been checked before sending.

    For example, a check box has been checked before the document has been sent -- can we make it so that it can't be unchecked even by the recipient?

    3 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  2. Add check box or radio buttons to trigger create and send document in Zapier based on the selected option. - patricia@kinterinsurance.com

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. Ability to approve or deny contract from API

    Ability to use the API To approve or deny contracts.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  4. add tags inside the document to the selected parts to be able to track these selected items tagged within the document

    to mark and tag text within documents to be able to track these selected items and create tasks around those items tagged within the document.

    https://pandadoc.zendesk.com/agent/tickets/414426

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Option to create a time slot variable or fillable field (format 8:30 AM - 4:30 PM)

    Option to create a time slot variable or field (format 8:30 AM - 4:30 PM)

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Generate docs with pricing tables products from custom entities in MS Dynamics

    Be able to generate docs with pricing tables from custom entities in MS Dynamics

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. 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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  8. upload pictures directly from phone to Pandadoc

    upload pictures created with my phone (using the app)

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  9. Presentation mode: hide selected pages

    Would like to hide certain pages from presentation mode

    3 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  10. Bring back the document status list on the bottom-left of the page

    Option to restore classic status indicator on documents:
    Previously, the status indicators of documents were available on the bottom-left of the page, and appear to be missing. It would be useful to have the option to have the classic view back for convenience.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. 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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  12. collect payments with Microsoft Business Central

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  13. PayPal -- a more clear message that shows customers can pay via PayPal or CC details.

    2 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  14. 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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  15. 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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  16. Reject the documents once the comments has been noted or written.

    Options to reject the documents once the comments has been noted or written.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  17. Options to write comments on the un approved documents.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  18. Modify Billing information to add VAT

    Be able to enter or modify VAT number and company name for the billing info

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. The ability to log out of Canva from within a template instead of having to go to the Canva website.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  20. 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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