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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7447 results found

  1. collect payments with Microsoft Business Central

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. 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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  3. 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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  4. 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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  5. 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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  6. Options to write comments on the un approved documents.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  7. 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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  8. Option to resize logo

    An ability to resize logo for the recipient's view

    11 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. 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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  10. 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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  11. Sign a document with API

    3 votes

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    0 comments  ·  API  ·  Admin →
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  12. Update document currency via variable

    Option to update document currency via variable

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. Set max number of items in Volume-based Pricing

    I'm trying to put in tiered pricing but it will not let me delete the last line with the infinity. I don't want a to infinity option

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  Valeryia Baranava responded

    Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

    This way, you can set the maximum quantity your customers can set for an item on the quote-by-quote basis.

    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.

  14. optional items in pricing table for mobile app

    optional items for pricing table in mobile app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  15. option to automatically update customers on changes in the terms and conditions of our contracts, after the contract was signed.

    option to automatically update customers on changes in the terms and conditions of our contracts, after the contract was signed.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Modify Billing notifications

    Modify Billing notification on payment subscription

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  17. Conditional Content Based on Pages

    Ability to utilize smart content (placecholders, pre-selected content and conditional content) when content library items are based on pages, not blocks, so they can be inserted between pages, instead of placed ON a page.

    11 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  18. Pass collect files field to CRM: Option to attached uploaded items on the document to the CRM

    Option to attached uploaded items on the document to the CRM.

    • Will include attached item in document when link to CRM.
    1 vote

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  19. Smart content: set a pricing table out of 3 as an automatic source of payment

    When the pricing tables are added via Smart content, set up automatically which table will be the source for the payment.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Option to hide "resolved suggestions" in sent status

    Use case: signer 2 is not able to see suggestions made by signer 1
    Pain Point: solves for internal review case (internal signer would be signer 1, external signer would be signer 2).

    3 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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