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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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527 results found

  1. Get credit card details from recipients without charging any amount and the card details should be automatically saved.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
  2. 7 votes

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  3. Stop the Quote Builder from floating to the top of the Quote when adding a row at the bottom of a quote.

    2 votes

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  4. supported webp format for Catalog images import

    2 votes

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    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. Now you can import images in webp format in Catalog via CSV. Have a marvelous day!

  5. 1 vote

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    Hi,

    Thank you for taking the time to leave your request. Great news!

    We have released this feature!

    Here is the documentation for the new endpoint


    Looking forward to hearing your thoughts on this new addition to our API.

  6. to be able to use dropdowns as tokens in hubspot integration

    5 votes

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  7. Ability to copy Pricing table from a completed document.

    How to copy a pricing table competed in one template and put the content into a different template. Not duplication because my header and footer fields are different. I just need to copy body.

    1 vote

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  8. Edit Product pricing inside the Edit Quote option in Quote Builder block if the price is not provided or fixed in Catalog

    4 votes

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  9. 2 votes

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  10. Option to remove the description from the pricing table

    • Option to remove the description from the Product name column
    6 votes

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  11. I need to set up product bundles in a quote, not a catalog. We need to pick products from the catalog, specify the quantity and bundle them within Quotebuilder.

    2 votes

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  12. Now we need to preset the bundles in the catalog. I want my sales reps to create bundles while they are drafting a quote.

    2 votes

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  13. 5 votes

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    0 comments  ·  API  ·  Admin →
  14. I don't want my customers to see "Join panda doc today" after completing signing a document. There should be a feature to disable this notification

    2 votes

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  15. Would be very helpful if you're having to change multiple users roles to be able to see all the workspaces that utilize that custom role

    2 votes

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  16. Download a csv of all Form responses at once

    4 votes

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    0 comments  ·  Forms  ·  Admin →
  17. Option to filter searches for document titles only. Currently, the search function includes words within documents, and it would be really helpful to have the ability to filter for document titles only.

    4 votes

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  18. 1 vote

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  19. Option to create a new user or invite a new user via API.

    11 votes

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    0 comments  ·  API  ·  Admin →
  20. Would like for there to be a capability to have a certain set of individuals in a signing order, but also be able to have recipients who are not listed on the signing order aka can sign without holding up the order list.

    12 votes

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