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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7660 results found

  1. use the API to combine templates

    For example, the main contract as a template and then if this specific package requires a Prepayment Addendum then we can call an endpoint to add that template to the end of an existing document

    2 votes

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    0 comments  ·  API  ·  Admin →
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  2. Possibility to add tax to a section

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. set document currency via api

    2 votes

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    0 comments  ·  API  ·  Admin →
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  4. Search field for contacts available without clicking magnifying glass

    When opening the contact list it would be nice to have the search line at the top without having to click on the magnifying glass. There are so many contacts I don’t know why anyone would take the time to scroll thru them, search is easier but clicking on the magnifying glass is a step that could be removed.

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Undo signature

    Ability to undo a signature for one specific user instead of erasing the entire document.

    5 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  6. Greek / French / German bank transfer through Stripe

    7 votes

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    3 comments  ·  Integrations  ·  Admin →
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  7. Permissions for folders: hide some folders from users / restrict account users from seeing specific folders

    Would like to set permissions (create inside, move, delete) for individual folders (including root folder).

    79 votes

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    10 comments  ·  Documents & Data Management  ·  Admin →
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  8. Switch Workspaces in Salesforce

    Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF

    37 votes

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    5 comments  ·  Integrations  ·  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!

  9. Prevent the system from creating two different catalog products instead of updating the existing one when the SKU number is identical but ty

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. Member role users cannot edit Fields placement along with the Blocks in templates

    Prevent Members from editing templates created by others by disabling Fields

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Be able to insert a catalog item into a specific column

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. Search for page numbers in page reordering menu

    Search for page numbers in page reordering menu

    3 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  13. Conditionally Bundle Documents

    Ability to set conditions to bundle documents

    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  14. Be able to use smart content and variables to update an existing table vs adding in a new table based or item.

    Be able to use smart content and variables to update an existing table vs adding in a new table based or item.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Flatten all variables from a document into editable text that carries over into a converted template

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  16. Finish Button on Documents with No Fields

    Even if there are no actions for the recipients, but the recipients should still have access to a ‘Finish’ button to confirm the completion.

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  17. Formatting possible to format the footer so that it has that yellow background?

    Well, there are quite a few limitations on the pricing table formatting
    possible to format the footer so that it has that yellow background?

    2 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  18. Internal notes or comments on a document/template

    We would like to have an internal note on a document

    14 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
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  19. Document Completion Screen Customization (Automatically send a thank you message when the document is completed)

    Please have an option to change the document completion screen. Make it customizable specifically to language and page content/message

    66 votes

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    16 comments  ·  Documents & Data Management  ·  Admin →
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  20. Auto numbering for content library items

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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