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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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6974 results found

  1. Ireland pay integration

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  2. Manually change document status to Incomplete

    1 vote

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  3. Currently according to the HC article: https://support.pandadoc.com/hc/en-us/articles/360050255273-Pricing-table-Add-and-set-your-pricing-table

    "To add line items, start typing in the Name column — auto-suggest will show available options from your Catalog (provided you have products in your Catalog)"

    The user wants to add the ability to trigger the auto-suggest for the catalog items via copy/pasting the text into the pricing table.

    1 vote

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  4. It would be great if the tasks in the Rooms are able to link with documents. When documents get signed, or payments are made.

    1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  5. Card details field - option to add more fields to fill in additional card information

    2 votes

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  6. 2 votes

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  7. The ability to place/map products on a document rather than only being able to map them to the pricing table.

    2 votes

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  8. Report that shows who in PandaDoc contacts had already received quotes

    2 votes

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  9. A way to have more than one header in a table. For example, the option to have two primary headers as well as section headers

    2 votes

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  10. Ability to let Recipients upload documents to a Room

    4 votes

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    1 comment  ·  Rooms  ·  Admin →
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  11. Have the ability to download All Documents from all workspaces, without needing to go into each one separately and download them.

    1 vote

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  12. Support GIFs Display in Public View for Mobile App/Mobile Web.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  13. If a renewal date comes up, I'd like to track these and receive a slack notification to a specific channel

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  14. Currently, endpoint
    https://api.pandadoc.com/public/v1/contacts/{}contact_id{}/ does not allow updating of saved contacts' email addresses, it would be better if all contact info can be updated via the request.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  15. a feature in forms to take a photo on mobile/tablet to upload to a form

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:

    1. Add the Collect Files field to your form, then publish it.
    2. If your recipient is using a mobile device, they can take a photo and upload it to the Collect Files field.
  16. In our subcontractor templates, we always have a couple of fields that describe the client. So I'd basically like to add the client to the contract as well, without involving him in the signing process. So in summary, I'd like my client to assume the 'client' role in my PandaDoc templates, without actually CC'ing him/her

    2 votes

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  17. Would love the ability for the Fillable DATE field to also reflect timestamp (hour,seconds in UPT) of when it was signed. We are getting pushback on binding contracts because we don't have this timestamp on signature/date sections. I understand the full timestamp is on the cert (date AND time), but we need it to reflect where the date and signatures are within the doc. This could be an added setting in Workspace Settings > Default Date Format, that just adds an option for toggling on/off the addition of the timestamp

    16 votes

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  18. Make it possible to search the automations, its time consuming to scroll through an entire list of automations

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. Attachments (T&C, Licenses overview, etc) are always sent with contracts, as per Deutch laws they need this information to appear on the Signature Certificate (attachment name) to validate that the recipient has accepted the full package of files they have received.

    4 votes

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  20. Option to update products within the bundle in the template's pricing table or quote builder when the Catalog is updated via CSV.
    For now, only regular products are updated in template.

    4 votes

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