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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. 11 votes

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  2. able to have a line item in a price table section such as 'decline services' zero out the total in the whole price table.

    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!

  3. Create and delete workspaces via API. Ability to programmatically manage workspaces will allow for automation of onboarding new teams

    2 votes

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    0 comments  ·  API  ·  Admin →
  4. Be able to use the customize button for the Document Values within Reports

    3 votes

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  5. Ability to set a limit for the number of files being uploaded via the document creation.

    6 votes

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  6. 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!

  7. 4 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!

  8. Option to use Profit and Margin app with Quote builder

    53 votes

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  9. to create a template that can be signed in real time and not sent via email to someone.

    1 vote

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    0 comments  ·  Other  ·  Admin →
  10. GoHighLevel CRM

    17 votes

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  11. Is there any way for your system to connect to existing products and customers within Stripe rather than having to recreate these within PandaDocs? If so, then we essentially have duplicates of all this data in Stripe...

    9 votes

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    1 comment  ·  API  ·  Admin →
  12. When adding documents to a pricing table from the product catalog, move 'Categories' sections to the same page as the list of products, not to the separate section, so there's no need to open it each time.

    1 vote

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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. option to hide the volume-based pricing message

    for example: BUY 2 FOR $50.00 EACH

    7 votes

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    1 comment  ·  Admin →
  14. For example, a PDF is uploaded into PandaDoc with hyperlinks. I can click on the hyperlinks in the editor. Once the document is sent, the recipient is not able to click on the hyperlinks unless a PDF of the sent document is downloaded.

    5 votes

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  15. Mass update of Catalog items price by percentage. Per client- "with the fast rate of inflation we’ve noticed what a pain it has become continuously updating product prices.

    It would be a great feature to be able to increase the cost buy ( example 8%) rather than have to calculate 8% and enter that individually. Also if you could tick/highlight multiple products and add 8% that would be amazing. I am having to amend out catalog on a monthly basis at the moment and there is over 150 products to go through"

    8 votes

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  16. Option to set up a condition rule based on several variables, for example, if variable A has value A and B has B, the content will be populated

    12 votes

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  17. Be able to add letters in the Pricing column of the catalog.

    2 votes

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    Released  ·  0 comments  ·  Admin →
  18. Be able to use smart content on cover pages.

    11 votes

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  19. Remove Payment Gateway/App on sent document. Stop payment reminders on sent documents.

    5 votes

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    0 comments  ·  Other  ·  Admin →
  20. 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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