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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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6985 results found

  1. Integrate with Box.com

    2 votes

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  2. At this point, we are able to update products for MS Dynamics opportunity, once changes are made to the products in the pricing table and the status of the document is changed. Would be great to implement the same for QB.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. Add a filter waiting for others section so they keywords and recipient's email/name can be used

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  4. As we can lock columns in Quote Builder from editing by sales reps, we'd like to have the same ability to lock fields in section / quote footers.

    1 vote

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  5. Catalog - option to not have a price for an item. Not required to enter a price when creating an item/product in the Catalog.

    2 votes

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  6. Epay - payment integration

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  7. The feature to automatically highlight (or just make text bold)selected line items when a recipient modifies its properties such as quantity or select the item.

    2 votes

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  8. 4 votes

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  9. Current size limit for automation of completed files to auto save in SFDC is 12MB. This causes problems for customers with larger files to upload. ONLY option is to manually upload into SFDC.

    1 vote

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    0 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!

  10. Customer would like the time timing of the payment pop ups in our platform to be triggered after the document has been viewed by the client. Presenting the payment popup before clients have had the chance to view the proposal may deter them from proceeding to open the document.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  11. autofill date field with sending date/date sent

    2 votes

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  12. 2 or more tokens in 1 fillable field for merge field section

    2 votes

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  13. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  14. Automatically show custom columns when the product is added to the quote or pricing table

    2 votes

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  15. add new role in the document

    2 votes

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  16. 2 votes

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  17. A system variable that will automatically populate the template name, useful when creating documents via CRM integrations

    5 votes

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  18. Smart folders would be more useful (or at least equally as useful) as the "move to folder" automation. Smart folders could automatically sort documents into folders by status. They could also sort documents by tags. Ideally, the document library would be able to be viewed in multiple manners, similarly to the way Gmail uses tags or Outlook uses smart folders. You click on a smart folder, and all of the items that meet the criteria of the smart folder appear, even though the items are not physically located in the smart folder. The smart folder serves as a way to…

    1 vote

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  19. Integration with Egnyte

    1 vote

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  20. Ability to add nicknames or notes in contact feature

    2 votes

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    0 comments  ·  Other  ·  Admin →
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