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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7521 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. collect payments with Microsoft Business Central

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. 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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  8. 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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  9. 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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  10. 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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  11. Options to write comments on the un approved documents.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  12. 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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  13. 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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  14. 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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  15. 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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  16. Sign a document with API

    3 votes

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    0 comments  ·  API  ·  Admin →
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  17. 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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  18. 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.

  19. 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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  20. 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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