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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6901 results found

  1. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  2. Ability to customize formula in a pricing table.

    8 votes

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  3. Ability to create your own home page filters for sorting documents

    6 votes

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  4. We would like to mark checkboxes automatically based on a variable value

    3 votes

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  5. I would like to have an automatic calculation of the product price based on the product bundle price

    12 votes

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  6. More design options for TOC like dotted lines going from the TOC line items to the page numbers

    ex: Heading..............1

    1 vote

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  7. When a document can't be created for some reason, a 'documentcreationfailed' webhook event is sent, but it only includes the document ID, and no other metadata that was provided with the document creation request.

    It would be great if that user specified metadata was provided with the webhook data, because in my scenario, I have multiple different services and versions of services that work with PandaDoc data, and with just the document ID I can't determine what service created the document, I normally rely on ID's I have set in the document's metadata that I provide.

    1 vote

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  8. WellnessLiving Integration

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. It would be helpful to have a "Select All" feature in Content Library. This would allow us to deselect only the folders or items we want to keep.

    1 vote

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  10. Integrate with Nutshell

    1 vote

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  11. Ability to auto delegate any approvals or signatures to another user, for instance whilst I am on annual leave, rather than having to amend all template approval groups, role defaults in place for all templates.

    5 votes

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    0 comments  ·  Approvals  ·  Admin →
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  12. I use mutiple pricing tables throughout my documents to generate packages for different services. I then use a final pricing terms sheet to highlight the sub totals for each package. Currently I can either select document total or pick a single pricing table total. What would be great is to sum different pricing table variables.

    5 votes

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  13. Have the option to add radio buttons without having to label them.

    5 votes

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  14. document ellipsis option in the Document tab should be similar to the Home tab's, not just having a delete option but duplicate, rename, change status etc.

    2 votes

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  15. option to generate documents from Forms that were completed only

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. In case the client enters a credit card number that's incorrect, be able to validate it.

    4 votes

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  17. option to manually change document status - viewed to paid

    9 votes

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  18. 1 vote

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  19. Pass document status change date (draft-viewed-voided-completed etc) to SF PandaDoc lightning component instead of modified_date

    2 votes

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  20. Ability to generate invoices after the payment was made via Stripe payment gateway instead of creating the invoice manually

    19 votes

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    2 comments  ·  Payments  ·  Admin →
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