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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7060 results found

  1. SKU to be included in the item name

    Include SKU in the item name when an item is selected from the catalog to be added on their pricing table

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  2. Request for Quotation RFQ

    Customer would like to have the feature to Request for Quotation RFQ from their clients

    2 votes
    0 comments  ·  Usability Improvements  ·  Admin →
    How important is this to you?

  3. Move US to top of dropdown country selection in payment processor

    is there any way to move the option of United States to the top of the dropdown country selection when people are paying?

    1 vote
    0 comments  ·  Quote to Cash  ·  Admin →
    How important is this to you?

  4. Upload electronic signature to sign a document

    Option to upload a signature (which is not an image) to sign a PandaDoc document.

    1 vote
    0 comments  ·  Other  ·  Admin →
    How important is this to you?

  5. Ability to not show last name on the subject line when sending documents

    Ability to choose not to show last name of the sender when sending documents.

    1 vote
    0 comments  ·  Recipient Experience  ·  Admin →
    How important is this to you?

  6. possibility of having the fields automatically relocate to the correct position when a new row is added

    possibility of having the fields automatically relocate to the correct position when a new row is added

    2 votes
    0 comments  ·  Fillable Fields & Variables  ·  Admin →
    How important is this to you?

  7. Ability to upload/ support .txt file

    Ability to upload .txt file

    1 vote
    0 comments  ·  Content Editing & Design  ·  Admin →
    How important is this to you?

  8. Make: keep the field empty in case there is no value to pass

    Option to keep the field empty in PandaDoc document in case there is no value to pass. For now, in case the mapped value is available, it will be passed to the field in PandaDoc document. If there is no value, it will appear as "undefined".

    2 votes
    1 comment  ·  Integrations  ·  Admin →
    How important is this to you?

  9. Square: we have multiple locations but can only use one to take payment.

    We have multiple locations and need to take payment by the location sending the contract. We use square as our payment processor. PandaDoc shows all my locations but only allows one location to take payment for all forms. I can create a separate form for each location, but it still only allows one location to take all the payments.

    1 vote
    0 comments  ·  Forms  ·  Admin →
    How important is this to you?

  10. Catalog: price per thousand

    Option to show price per thousand (currently, price per unit is shown)

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  11. Ability to determine if the sent document is a template or uploaded file

    Customer would like to have the ability whether the document that has been sent by the creator uses their prepared template or an uploaded file.

    1 vote
    0 comments  ·  Content Editing & Design  ·  Admin →
    How important is this to you?

  12. Option to aggregate all documents with recipient comments

    A feature that would enable the system to display all documents that have recipient comments.

    1 vote
    0 comments  ·  Documents & Data Management  ·  Admin →
    How important is this to you?

  13. API Response for Failed Deliveries

    Specific response for when a document created/sent via API has not been delivered to the recipient.

    1 vote
    0 comments  ·  API  ·  Admin →
    How important is this to you?

  14. Option to view if the recipient click the link inside the document

    Will allow the user to view if the recipient access or click the link that is included on the document

    1 vote
    1 comment  ·  Documents & Data Management  ·  Admin →
    How important is this to you?

  15. Master workspace templates for franchise and partner roll out.

    Would like to copy the workspaces and templates to another franchise.
    ex. Workspaces: Operations, Sales, HR, Confidentiality, Franchising, Quality Control & Training
    Templates: Operations templates, sales templates, hr templates, confidentiality templates, Franchising templates, quality control & training templates

    This could be scaled for enterprise accounts as they roll out to franchises and partners.

    3 votes
    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?

  16. Track Negative Revenue Reporting Without Deleting The Document

    We tried putting a negative number in our cancellation document but it does not reflect a negative amount in the revenue reporting.

    7 votes
    2 comments  ·  Documents & Data Management  ·  Admin →
    How important is this to you?

  17. password for downloaded pdf/docx

    Will allow the user to set a password on the downloaded completed document

    3 votes
    1 comment  ·  Documents & Data Management  ·  Admin →
    How important is this to you?

  18. be able to preset pricing table in a template and update certain values like qty in API document creation

    customer use case is to pre-set a pricing table with product name and price. when a call to create a document from that template is made they would like to only pass a qty value from their crm instead of having to build out the table dynamically each time

    1 vote
    0 comments  ·  API  ·  Admin →
    How important is this to you?

  19. disable upload file option

    Having the option to disable to upload file option within the PandaDoc editor
    for end-users to not be able to add new documents

    1 vote
    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?

  20. [Webhook] contains the document name of the document the data is transferred from

    2 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?
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