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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7484 results found

  1. Ability to search for documents based on products purchased

    For example, there are three products, and the recipient selects one for purchase. The client would like to have an option to search for the document by the products that the recipient has selected.

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  2. Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires

    Requesting an email notification for document senders that mirrors the one that recipients receive, when documents are close to expiring and when they do expire.

    97 votes

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    16 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Stripe: ability to stop recurring payments through PandaDoc

    Stripe: ability to stop recurring payments (cancel subscription) through PandaDoc, not only via payment gateway

    5 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  4. Separate Room templates into folders

    Separate Room templates into folders

    3 votes

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    0 comments  ·  Rooms  ·  Admin →
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    In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  5. Export SMS Credits and Contact Numbers

    Ability to export the SMS credits noting each number it has been used

    3 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  6. share room templates between workspaces

    Is there a way to share Room templates between workspaces like there is for Document templates

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  7. Installments: request a second payment after a period of time

    At the moment you can only request the second payment on split payments after a period of time. We don't necessarily know when the payment is due as it's due on job completion. Could this be added as a manual trigger where we can request the payment to the customer?

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  8. Bold the Grand Total in the Quote

    Bold the Grand Total in the Quote

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Approval workflows when users change CLI in documents, such as terms and conditions

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  10. ability to control content access across all workspaces from a single source as the account owner, without having to duplicate or draft doc

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Being able to select several templates for one unique Automation

    5 votes

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    3 comments  ·  Automations  ·  Admin →
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  12. Download as HTML

    Ability to Export PandaDoc document as HTML

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Ability to edit the installment date after the 1st payment has been made

    Once the 1st payment has been made for installment, it should give the option to edit the installation date for the next payment.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Ability to change the profit margin so that it changes the price automatically instead of having to adjust the price manually

    Ability to change the profit margin so that it changes the price automatically instead of having to adjust the price manually

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Follow Up Boss

    Integration with Follow Up Boss

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. Disable auto numbering

    Consider adding an option to disable the automatic numbering feature. This would allow users to manage their content without the automatic numbering interfering,

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  17. integration with coda.io

    integration with coda.io

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. Disable Product Image Preview in CPQ

    When a recipient clicks the product images in a pricing table or quote builder, it shows the actual image size. there should be an option to disable it, keep thumbnail views only.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  19. Automatically create a new Room when a new client is added

    When a new contact is added, a new Room gets created automatically for them as well (and they are added to it). That way, they are automatically able to view current and past documents in their "client portal".

    4 votes

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    0 comments  ·  Rooms  ·  Admin →
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  20. Create/access Rooms from Pipedrive CRM

    Create/access Rooms from Pipedrive CRM and pull the contact info via variables from Pipedrive to the documents in Rooms

    4 votes

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    0 comments  ·  Rooms  ·  Admin →
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