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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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7353 results found

  1. When you open the CLI via EV 2.O mode - the system should show the same files structure as on the Content Library list (folders and files in the correct order)

    13 votes

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  2. Auto-correct feature in or chat or email portal when submitting a request.

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  3. 2 votes

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  4. Let's say 1$ = 2.7 BYN. Let's imagine that subtotal = total in our case and in subtotal we 27BYN. Than the feature request is to be able to set $ currency for total and the total will be calculated as $10

    2 votes

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  5. Implement an ability to use variables in TOC (for example at the moment if in a heading a variable is populated, only the name, but not the value of a variable is shown in TOC

    1 vote

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  6. Collect a payment and have it charged like a week later?

    6 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  7. The option to delete Timeline on the Dashboard.

    9 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  8. When the documents are completed, the title of the email received by all parties is (Pandadoc) signed copy of etc…
    Can we change this title and have a generic title instead? Something like “welcome to Holmes Place”?

    25 votes

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  9. Client wishes to have a template be available for sending without having another user be added on her workspace.

    2 votes

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  10. 4 votes

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  11. Create the "Products" tab (the same as "Deal, "Organization", Person") in PandaDoc window in Pipedrive (... -> View tokens) which will have product tokens (including tokens for product custom fields).

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs

    32 votes

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  13. be able to check size of files inside PandaDoc (

    1 vote

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  14. Enable masking fields partially, for e.g. in format of xxx-xx-xxxx, where you can unveil any part of the field.

    4 votes

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  15. Ability to download images used in PandaDoc documents

    10 votes

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  16. 7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  17. The possibility to create Invoices with Paid window when paid (similar to PandaDoc invoices that we send to our clients).

    29 votes

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    5 comments  ·  Automations  ·  Admin →
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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  18. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. Crazy that an Administrator has to unlock the section, edit, then relock.

    1 vote

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  20. 11 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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