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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5967 results found

  1. Dictate which folder a document goes to when it is created within Salesforece

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Audio Clip Upload

    Ability to upload audio files like mp4 to PandaDoc documents

    6 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  3. [French localization] Translate subject in the emails

    Change the language of the subject in the email

    7 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  4. Restrict users from editing completed docs

    9 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  5. See the document recipients in the email notification

    Is there a way to see all recipients in my email... as part of the email that comes from you guys?

    9 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  6. Notification sent to team member when a document is sent

    3 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. Improve API to better integrate with Power BI

    The ability to integrate the documents response to analytics tool such as power bi dashboard / Enhance the API data to provide the required fields by AWR

    3 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  8. Deactivating Contacts

    Deactivating Contacts Option
    - Having an active contact folder or option
    - Having an inactive contact area

    7 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  9. Document into Folders

    Submitted forms thru Template embedding to go to a specific folder.

    5 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Sort template by the "Last Modified" date and see the date modified

    8 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  11. ability to invite users to access the billing panel

    ability to invite users to access the billing panel so that other higher ups can access this info in the event that the account owner isn't available.

    9 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. An ability to update and calculate currency once the currency is changed in the pricing table

    It would be a great feature to allow users to change the currency and have the option to enter in the current conversation rate to therefore calculate the price in the pricing table. For example Product 'A' is 100 GBP but I would like the price to update to USD. There should be a field to enter the conversation rate for example 1.31 by doing so the price for product 'A' would update to 131.31 USD.

    12 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Auto-update the approval setting in documents created from this template

    Auto-update the approval setting in documents (in Waiting for approval status) previously created from this template

    5 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  14. [Checkbox field] A cross "x" rather than a tick in Checkbox

    5 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  15. Ability to turn off the location that appears in Audit Trail

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  16. "Download all" checkbox selects ALL documents

    "Download all" checkbox (which is next to the "Title" in the "Documents" tab") selects ALL the documents, not only the documents, which have been scrolled

    9 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Subtotal to be used more than once in the pricing table

    Option to use subtotal twice in the pricing table
    After a disocunt and after a VAT tax

    15 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Automated tags with quarter/year for completed documents

    When a document is completed - add a quarter/year/month tag to it automatically for easier search

    3 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  19. Internal timeline and reminders for teams collaborating on a document

    Customers have a lot of people working on the document before it gets sent out and it would be great if there was some way to send reminders to those users who are working on the document.

    6 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  20. Omit zero values for pricing tables (show them blank)

    i have items coming from the CRM to the pricing table that have 0.00 value
    I want to omit this to show blank

    9 votes

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    Idea  ·  5 comments  ·  Quote Builder & Pricing table  ·  Admin →
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