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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2931 results found

  1. It would be helpful to have an option to create product variations. For example, we sell contracted services for one year, 2 year, 3 year or 5 year terms. These services have a different monthly price depending on the contract term. Currently, I have to create a separate product for each term, which adds a lot of extra products to my catalog. Instead, it would be nice to add the different prices for each contract term under one product in the catalog as a variation, and then be able to select the variation of the product from a dropdown when…

    10 votes

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  2. 4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  3. The ability to create custom fillable fields

    5 votes

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  4. Option to copy and paste fields/variables from one template to a new template

    5 votes

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  5. Once the CLI is updated, update it automatically on a template too

    5 votes

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  6. The ability to Bulk update user emails in an account

    5 votes

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  7. To better manage item distribution in Quote Builder during PDF rendering.

    36 votes

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  8. Currently, PandaDoc is using Evrotrust which doesn't have Spanish localization. The client needs to have the option to use an identity provider in Spanish with QES

    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!

  9. 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!

  10. Adding video from youtube shorts - by default, the youtube player is being added with a horizontal orientation. Allow to add video where the player is vertically oriented

    5 votes

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  11. 2 votes

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    0 comments  ·  Other  ·  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!

  12. 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!

  13. search document by its content

    2 votes

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

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  15. Id like to be able to send our documents to our client for signature and review and then once they sign to automatically send to our legal team to approve of it (they don't have to sign just give an okay) and then once its approved to have it sent to our boss for the final signature and completion.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  16. Option to set fields as required or optional based on answers provided in other fields. For example, to have two checkboxes where selecting one makes the other non-required. This will help ensure that the checkboxes are not overlooked and that only one can be selected at a time. Or the option to make fields required when others have a certain value.

    2 votes

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  17. Make a footer (text block) a page wide

    2 votes

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  18. Change the font in variables for separate values
    I.e. in a variable Hello World make the word "World" in bold

    8 votes

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  19. Integration capabilities with WhatsApp

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. Add more CRM integrations for the Rooms feature.

    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!

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