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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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2931 results found

  1. Ability to retrieve the data of products within a Product Bundle via API

    5 votes

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  2. Use workspace name as a sender when using white-labeling

    7 votes

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    2 comments  ·  Other  ·  Admin →
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  3. Add the image URL to a variable and then the image will load as the variable once the document is created from the template.

    3 votes

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  4. Filter document downloads by regular documents, bulk send documents, and documents created from forms, so you can download all documents except those created from forms.

    4 votes

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  5. The ability to switch pages within PandaDoc.

    2 votes

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  6. The ability for users to to place a specific quantity for products in pricing table and quote builder so customers can see the available count

    6 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!

  7. 4 votes

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    0 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!

  8. The ability to enable recipients to not have to input recipient information before singing a form

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  9. Redirect recipient to a custom URL upon completion based on certain conditions.

    5 votes

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  10. Option for approval workflow when selecting 'Give document sender authority to select approver' you can choose more than one person

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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  11. The ability to have conditional logic on text block not just text fields.

    5 votes

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  12. 4 votes

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  13. Link the recipient signing link to the corresponding Salesforce opportunity

    6 votes

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  14. My template is multiple pages but i can only seem to convert one page to content. When i convert template to content i am loosing my footer and background.

    8 votes

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  15. Option to update or edit a template/document and dynamically mass update bundled templates/documents

    6 votes

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  16. Is there anyway to add validation or list options for tokens in templates. For instance, if a token needs to be a specific value, is there a way to turn it into a list value token

    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!

  17. When trying to open a Link in Rooms Resources, it is not intuitive where to click to be directed to the web page. If you click at the wrong place, you might be directed to the error page or the wrong page.

    2 votes

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    0 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!

  18. Update Salesforce opportunity when the first recipient signs the document

    3 votes

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  19. Payment Integration with The Merchant Source

    3 votes

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  20. Option to add VOID across a document that has already been sent and signed by all parties (and then resend)

    6 votes

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