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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7425 results found

  1. The ability to have the headers in the pricing table show be vertical and not horizontal.

    To be more specific, right now the headers are on the top of the document and horizontal. This feature request is to have them be vertical on the left side of the pricing table.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. create a letter with a field that has the merge settings and associate the letter with an excel spreadsheet by running it through the mail m

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  3. Fillable fields placed inline with text blocks and tables

    Being able to place a fillable field in line with text in a paragraph or table could vastly improve the contiguity of design within a block of text.

    27 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  4. Reporting based on discounts on line items in CPQ

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  5. The ability to see which recipients have viewed a particular document, and which have not.

    Right now this isn't available with the reporting feature.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. The ability to download a PDF of a document without fields/content blocks.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. Ability to invite users into multiple workspaces at once.

    Ability to add multiple users to multiple Workspaces all at once

    23 votes

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    Idea  ·  5 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. no extra page when adding item from content library

    no extra page when adding item from content library

    18 votes

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    Idea  ·  5 comments  ·  Usability Improvements  ·  Admin →
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  9. Grouped variables

    replace a particular variable from all my templates all at once

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  10. The ability to be connected to multiple PandaDoc workspaces in Hubspot.

    Right now -- PandaDoc users have to disable the connection and connect to a different workspace or use the share templates and content library items feature if they are Enterprise.

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  11. The ability to change the price for an item in the pricing table without having to unhide the pricing column.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. More Pricing Table Variable Options

    Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)

    27 votes

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    Idea  ·  2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. ability to use templates without roles in API

    3 votes

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    0 comments  ·  API  ·  Admin →
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  14. Option to auto delete documents based on certain criteria like time and status

    33 votes

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    12 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, 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!

  15. Permissions: would like to remove capability/cannot send a PD without being linked to an opportunity in Salesforce

    Goal: Drive better adoption
    Permissions: would like to remove capability/cannot send a PandaDoc without being linked to an opportunity in Salesforce

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Map Catalog Headers to Pricing Table Columns

    The headers in your catalog seem like they should match up with your pricing table columns. Which is obviously not the case, some do, some don't.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. saved message language, how can I change that to Dutch?

    saved message language, how can I change that to Dutch?

    1 vote

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    0 comments  ·  Localization  ·  Admin →
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  18. Hubspot - set document value

    When you create a new pandadoc via the Hubspot plug-in, the value of the pandadoc should be taken as a custom value, based on the amount field in Hubspot

    9 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  19. Docx converter to support "sym"elements

    1 vote

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  20. Adding multiple Images on a placeholder via API

    Adding multiple Images on a placeholder.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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