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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. The ability to use Phone verification on the Template level would be helpful so users could use verification in combination with Bulk Send or Bundles.

    16 votes

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  2. 2 votes

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  3. The decimals in unit prices in the volume-based pricing method with "," (e.g. 45,2), at the moment this is only possible to use a "." (e.g. 45.2)

    2 votes

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    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. Commas are supported as delimeters in PandaDoc Catalog if the profile language is set as non-English. To set it up, please go to Settings -> Personal info -> Interface language. Have a marvelous day!

  4. Add the ability to create account wide branding and settings, so that all new workspaces start with these settings and branding.

    9 votes

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  5. Ability to automatically create a new project in the projects section in Zoho once the document is completed in PandaDoc.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
  6. 6 votes

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  7. The integration still doesn’t show the Amex logo

    11 votes

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  8. if you create a document in HubSpot, add a template from PandaDoc, and then add in CC in the PandaDoc document the email of the recipient that you have in your PandaDoc contacts, the email contact is automatically added to the contacts in HubSpot once the document is sent.

    The client wants to disable this feature.

    https://pandadoc.zendesk.com/agent/tickets/405263

    15 votes

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  9. Latest activity in template level

    • will allow user's to view how long a user stayed in a page
    2 votes

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    1 comment  ·  Other  ·  Admin →
  10. 57 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!

  11. Would like to see the ability to have radio button-like option to circle text. I.e. "Circle the best option for you" This way a PDF upload instructions do not need to be edited for the traditional radio buttons.

    7 votes

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  12. I want to disabled data merging for all pricing table in "content library" area. But I have to do this for each table individually.

    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. 2 votes

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  14. I'd like to press one button to group pricing tables by "Product" or by columns/fields.

    For example, I have a template with multiple pricing tables, I'd like to group tables by the "Product" name then sort by the "Name" field. Alternatively, I'd like to sort pricing tables to ensure everything with the same name is grouped together.

    9 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!

  15. Pricing table column will be hidden if there is no value once the document is generated.

    7 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!

  16. enable optional items for all line items instead of enabling them one by one.

    2 votes

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  17. Be able to define the size of content blocks (images, in this case) and then to block the possibility for users to change the size of that block, no matter what image they upload there

    5 votes

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  18. 3 votes

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  19. hide the discount column automatically if the discount is 0%

    29 votes

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    4 comments  ·  Automations  ·  Admin →
  20. Option to remove the description from the pricing table

    • Option to remove the description from the Product name column
    6 votes

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