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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7316 results found

  1. Once a document is completed, can I have it update an opportunity with the file in Copper?

    Once a document is completed, can I have it update an opportunity with the file in Copper?

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. 'In progress' Document Status

    Requesting adding a new status so that once a document signatory process has started there's a new status after viewed called in progress

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. auto-place fields using the mobile app

    auto-place fields using the mobile app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  4. add the settings in the pricing table so a few products are already automatically preselected

    add the settings in the pricing table so a few products are already automatically preselected

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Card details field for PayPal

    Card details field for PayPal

    3 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  6. Add custom tabs inside rooms

    The ability to add tabs inside of rooms aside from the ones already generated i.e documents&files tab

    5 votes

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    0 comments  ·  Rooms  ·  Admin →
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  7. Ability to search for documents based on products purchased

    For example, there are three products, and the recipient selects one for purchase. The client would like to have an option to search for the document by the products that the recipient has selected.

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  8. Separate Room templates into folders

    Separate Room templates into folders

    3 votes

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    0 comments  ·  Rooms  ·  Admin →
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    In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) 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. Export SMS Credits and Contact Numbers

    Ability to export the SMS credits noting each number it has been used

    3 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  10. share room templates between workspaces

    Is there a way to share Room templates between workspaces like there is for Document templates

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  11. Installments: request a second payment after a period of time

    At the moment you can only request the second payment on split payments after a period of time. We don't necessarily know when the payment is due as it's due on job completion. Could this be added as a manual trigger where we can request the payment to the customer?

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  12. Bold the Grand Total in the Quote

    Bold the Grand Total in the Quote

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Group a set of fields and require the recipient to fill in one

    Group a set of fields and require the recipient to fill in one

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Approval workflows when users change CLI in documents, such as terms and conditions

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  15. ability to control content access across all workspaces from a single source as the account owner, without having to duplicate or draft doc

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Being able to select several templates for one unique Automation

    5 votes

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    3 comments  ·  Automations  ·  Admin →
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  17. Download as HTML

    Ability to Export PandaDoc document as HTML

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Ability to edit the installment date after the 1st payment has been made

    Once the 1st payment has been made for installment, it should give the option to edit the installation date for the next payment.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Ability to change the profit margin so that it changes the price automatically instead of having to adjust the price manually

    Ability to change the profit margin so that it changes the price automatically instead of having to adjust the price manually

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Follow Up Boss

    Integration with Follow Up Boss

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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