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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6299 results found

  1. GoHighLevel CRM

    10 votes

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  2. 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...

    7 votes

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    1 comment  ·  API  ·  Admin →
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  3. Being able to add a URL/Website to the Role Fields when setting up a document.

    3 votes

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  4. I had a document that I deleted because it was part of a demo and kept sending notifications to a customer continuously every two days. I then deleted it from the trash because it kept sending these notifications despite being deleted.

    Despite deleting it from the trash, the recipient still received notifications related to the document. Can you please make this document stop sending notification emails/reminders to recipients

    1 vote

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  5. Option to add an EMPTY value " " in JSON API to not display any content library from a smart content ? (even if some content library were selected in Pandadoc)

    2 votes

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    0 comments  ·  API  ·  Admin →
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  6. 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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  7. Hi there,

    I was quite shocked when I recently discovered that upload fields upload the document to a publicly available link.

    I don't feel this is very secure. Could you add a setting to require sign on in order to see the file? or a password?

    1 vote

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  8. Import Text Headings from a PDF into PandaDoc

    5 votes

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  9. 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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  10. 2 votes

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  11. 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"

    7 votes

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  12. 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

    5 votes

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  13. 1 vote

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  14. Landscape view in Phone App

    1 vote

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    1 comment  ·  Mobile  ·  Admin →
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  15. What I need is a way to protect a pdf so that it cannot be modified, and that it remains protected or in read-only mode.

    3 votes

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  16. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  17. Be able to use smart content on cover pages.

    7 votes

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

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  19. 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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  20. Title to appear twice inside the document automatically without adding another variable

    1 vote

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