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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7661 results found

  1. An ability to resize logo for the recipient's view

    11 votes

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  2. 1 vote

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  3. 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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  4. 3 votes

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    0 comments  ·  API  ·  Admin →
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  5. Option to update document currency via variable

    3 votes

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  6. 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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    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.

  7. optional items for pricing table in mobile app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  8. 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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  9. Modify Billing notification on payment subscription

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  10. 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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  11. 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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  12. 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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  13. 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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  14. Approver A approves the document, only then it goes to Approver B for the final approval

    7 votes

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    1 comment  ·  Approvals  ·  Admin →
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  15. 1 vote

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  16. Document rejected notifications *sent to a document approver so the document approver can see all the docs rejected and can see notes as well

    5 votes

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    0 comments  ·  Approvals  ·  Admin →
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  17. To be able to separate the webhook trigger for completed and expired documents.

    10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. 3 votes

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  19. Ability to set an automation that will pre-select certain templates depending on the information that certain fields within Salesforce objects are populated with.

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  20. How can I set Pandadoc in order to pull the deal creator phone from Pipedrive?

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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