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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. The ability to see the name of the sections of the pricing table when requesting document details via API.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  2. The ability to set a rule where if a data merge does not populate any information into a pricing table from the CRM, that table will not appear.

    4 votes

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  3. When deleting a user there should be an option within the delete confirmation screen that lets you choose a new owner for their content. (a simple field to fill in an email and a checkbox confirmation).

    Currently, the only option for this is in a separate dialog (within the teams and seats section) and there's no reminder when deleting a user that they own existing content.

    1 vote

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  4. 44 votes

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  5. Upload an image for Contacts

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  6. 6 votes

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    1 comment  ·  Forms  ·  Admin →
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  7. Quote builder to be available in Make.com, Zapier, Workato

    24 votes

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    4 comments  ·  Automations  ·  Admin →
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  8. 3 votes

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  9. Ability to pass a hyperlink via a variable and set a text to display (similar to the text block option). Example:
    {
    "tokens": [
    {
    "name": "URL_Sample",
    "value": "www.pandadoc.com/sales",
    "text" : "PandaDoc Sales"
    }
    ]
    }

    2 votes

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    0 comments  ·  API  ·  Admin →
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  10. Use same fields in different field conditions

    2 votes

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  11. In Auto-place PDF form fields fields - allow the ability to select only specific form fields to populate in the uploaded PDF in PandaDoc

    2 votes

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  12. Ability to leave a Gratuity ( 18%, 20%, 25%) in Purposals that would not be taxed.

    2 votes

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  13. 2 votes

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    0 comments  ·  API  ·  Admin →
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  14. Option to connect to Isracard's payment gateway

    2 votes

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  15. The customer would like to create automation where a document is created from a template using the information from the Google Sheets file that contains data from a completed Google Form (without Zapier)

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  16. There should be a warning before you delete a content library item. Some items could be used in a smart content block and when the content library item is deleted, it essentially breaks the smart content block. There should be an indicator that the content library item is attached/being used in a smart content block.

    5 votes

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  17. Ability to change the background color of the email received by the recipient

    6 votes

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  18. Option to connect to Green Invoice payment gateway

    2 votes

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  19. 2 votes

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  20. Option to have a separate signature certificate for each document within the bundle. This means a different reference number should be indicated on each signature certificate when it's downloaded as a separate file from the document bundle.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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