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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2992 results found

  1. I'd like it to be easier to make photo collages within panda docs. I currently create a collage using fundy (it's actually a wedding album design tol) and upload those exports. I'd rather just be able to do this natively.

    1 vote

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  2. Currently, even if a custom role has access to approve documents, they can only approve documents created by other users if "Can view any document" is selected. Looking for a way to have users have the ability to approve documents that they are selected to approve, but still not have access to all documents created by other users. They would only have access to documents created by other users if they were added as an approver to that document.

    2 votes

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  3. Ability to use the 'collect files' field with Smart forms

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. Ability to pass line item image from HubSpot

    4 votes

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  5. They use both On Demand and BYON. They would like to have it enabled only in certain workspaces.

    2 votes

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  6. Show discount column in the quote builder for the recipient if the discount is 0% or $0

    3 votes

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  7. Have the ability to add the total of the custom column in the totals tab.

    3 votes

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  8. add variables to the Room

    31 votes

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    3 comments  ·  Rooms  ·  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!

  9. 2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  10. When selecting Products on a form, it shows the selections below the box - this can lead to a lot of scrolling if you have multiple product boxes in one form. It would be awesome if all products selected across the whole form could show up in a side box on the page (or something like that), so I can see all products selected for review before creating my quote

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  11. Currently when you add a product sku to a form, there is no way to change the order of which those products show on the form. And then that translates to quote.

    It would be awesome to be able to sort products manually so I can make sure they show up in a good order for my reps and customers.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  12. Ability to track the SMS deliverability from client's end. Any available error code (such as Sent / Delivered / Pending to be Delivered etc) which could be somehow provided to them would add lot of value as they could monitor the performance of the SMS Gateways and report any issue back to you.​

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Send an email to specific email or group of email once a document is completed or status changes

    3 votes

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  14. Use Recipient groups in MS Dynamics

    2 votes

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  15. Option to have a setting to disable or reduce automatic zoom functionality

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    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  16. Option to automatically assign recipient to the role during document creation from Monday.com

    12 votes

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  17. What I am asking for is the ability to do this rule mapping in bulk – such as an upload feature from a spreadsheet. I have many many rules I need to add to each pricing table. I want to be able to do this once – not for each individual rule.

    2 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!

  18. Disable the share via a link feature for the specific document

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Option to have 2 payment otion for 1 document using 2 different pricing table

    2 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!

  20. Payment variables: system variables that will reflect the details of the payment setup configured on a document

    1 vote

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