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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7046 results found

  1. Ability to use the same email on different roles in API

    3 votes

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    0 comments  ·  API  ·  Admin →
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  2. When using PipeDrive, the deal owner should be automatically assigned to the template role

    2 votes

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  3. Right now - catalog items that are updated via CSV with image links that have the same title, but the image has been altered, will not update the image correctly. They will remain as the old image - due to our image processing logic, we do not save the file again if a file with the same name already exists.

    This request is for the image to update correctly - even if the file has the same name.

    10 votes

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    0 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!

  4. To have the option for all the contracts that have not been sent for approval to have a watermark on them - the watermark will be removed once it has been approved

    2 votes

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  5. Show the name of the pricing table in the document. For example, "Project 1" for Pricing Table 1 and so on. To also have the ability to automatically edit the name of the Pricing Table based on information from CRM.

    2 votes

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  6. Being able to remove items from the section/column without actually removing them from the account.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  7. In the Document SEND API endpoint, it would be helpful to include a new [reply-to] input parameter, that designates where any potential email response messages goes to. Useful for embedded (and/or whitelabeled) secnarios, where the sender may not be a "real" email address.

    4 votes

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    1 comment  ·  API  ·  Admin →
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  8. Add an optional column to the pricing table that, when selected, automatically applies a specific percentage to the total.

    2 votes

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  9. 2 votes

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  10. I'd like an automated 'recipe' that exports a PDF of a document to Google Drive once it moves from Seen to Waiting to be paid OR Paid

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  11. The ability for admins to view the remaining API documents outside of the Billing tab.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  12. We'd like to drag and drop a folder from the desktop to the Rooms but it only allows to drag and drop a single file

    2 votes

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  13. Authentication on the API endpoint that gets called by webhook. Currently, PandaDoc webhooks use anonymous "authentication".

    2 votes

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    0 comments  ·  API  ·  Admin →
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  14. Option to see the original document creator even if the ownership was transferred to another user.

    2 votes

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  15. Being able to trigger a PandaDoc CPQ workflow pulling in data from the Quote and Quote Line Items. Currently it is just supported for Opportunity and Opportunity Products.

    5 votes

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    0 comments  ·  Workflows  ·  Admin →
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  16. PandaDoc's capability to offer a list of commissioned notaries by U.S. state. For example, Montana only allows RON for notary public that physically live in Montana.

    2 votes

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  17. Is there any way to filter the rooms as per action plan completed?

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  18. 2 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. To be able to either disable this modal dialog or for the dialog to dynamically hide mention of payments where there is no balance

    2 votes

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  20. Add a row to the pricing table footer that shows the "total after the discount" that does not affect the overall discount.

    2 votes

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