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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7484 results found

  1. Ability to add variables in columns that are not just plain text so that they can be multiplied.

    90 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

  2. 9 votes

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  3. Allow phone numbers in the pop up that appears when a form is opened

    2 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  4. The customer is looking for the pricing table to pull information from the text into the pricing table. For example, he would have an [Hourly.Rate] variable in the text of the document and would like it to be able to pull into the price portion of the pricing table.

    2 votes

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  5. Ability to allow someone else to sign a document if the original signer is out of office,

    19 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  6. Would love to be able to use PandaDoc in the A/P department. AP team still has to go into office to sign checks so wanted to see if there was a way to do it digitally in PD.

    This would mean the ability to actually sign a check in PandaDoc for processing.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. When a template is duplicated, the duplicate gets a copy of the workflow, instead of workflow being blank.

    1 vote

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  8. The option to set and change expiration date via API.

    48 votes

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    3 comments  ·  API  ·  Admin →
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    On Roadmap  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  9. 66 votes

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  10. Add the ability for admin to have notifications for entire workspace

    11 votes

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  11. Diff requests for improvement of Quickbooks integration:

    1. Integration with Quickbooks Desktop
    80 votes

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    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!

  12. Zoho: pass products from related lists (not from the products in deal directly).

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. when adding file the page header and footers are not applied. Do you have a solution for this?

    25 votes

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  14. 13 votes

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  15. Additional column for Deal ID to give customers ability to filter/group by Deal ID in CSV or show total number of quotes created from Pipedrive

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. in EV1 there was a bar at the bottom of the document that showed how many fields were left. It was a beneficial representation as opposed to the current countdown in EV1

    1 vote

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  17. When adding a new page, the orientation of the previous page is used with the new one.

    1 vote

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  18. Looking for a data entry tool. Complex chart cataloging

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  19. Embed time slots for booking a meeting to the document. Integration with Chili Piper or other application that will allow to embed the time slots for booking a meeting to the document.

    33 votes

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    6 comments  ·  Other  ·  Admin →
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    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!

  20. Be able to create and send a document in 1 API call intead of waiting for doucment to hit draft and then send.

    6 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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