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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7060 results found

  1. Ability to adjust some products within the pricing table so they are visible, but are not calculated.

    Ability to adjust some products within the pricing table so they are visible, but are not calculated.

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

  2. Enable 2 (multiple) payment gateways for documents.

    Set 2 payment gateway for each document. For example, document 1 uses PayPal, document 2 uses Stripe.

    5 votes
    0 comments  ·  Quote to Cash  ·  Admin →
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  3. Have a Zapier trigger where it can collect files from a PandaDoc upload files field.

    Have a Zapier trigger where it can collect data from a pandadoc upload files field. For example, into a Google Drive.

    5 votes
    0 comments  ·  Integrations  ·  Admin →
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  4. Disable 'Created by me' filter in document list

    Remove some default filters in the document list.

    "We do not want that. We want the document to clear out once we move it to a folder on the left side for organization."

    1 vote
    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Option to hide columns in the pricing table once sent only

    • will allow the user to hide specific column on the pricing table once sent only but the column is unhide on sender's view
    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Importing Product Bundles from CRM

    Will allow the user to import Product bundle from the CRM

    5 votes
    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  7. contract negotiation - "request review" button on the sender side.

    Once the recipient suggests edits, and the sender accepts/rejects those edits but then the sender makes additional edits to the document would like a way in the app for the sender to know their suggestions have been "sent" to the recipient (similar to the "request review" button that the recipient has on their side).

    I know the recipient is notified via email automatically once the sender makes additional edits and they can review those new suggestions - but from the sender side it is unclear that is happening. Would like to have improved way to confirm that the recipients received…

    1 vote
    0 comments  ·  Other  ·  Admin →
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  8. reassign fields after a document is sent

    It would be helpful if the fields can be reassigned to a recipient within a document after it is sent.
    Ex. onboarding and collecting files from a client, they are completing other parts of the document but another party (included as a recipient) needs to upload documents, it would be helpful to be able to reassign those fields to the other recipient without editing the document and losing all the data from another recipient.

    • specifically to select fields...not all fields.
    12 votes
    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  9. Modified time in the document list show minutes and seconds.

    Have the Modified time in the documents list show the exact minutes and seconds of when it was last modified.

    3 votes
    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Ability to change the location of the product image in the pricing table.

    Ability to change the location of the product image in the pricing table.

    2 votes
    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  11. Ability to set up fixed Tax and discount in the product catalog

    3 votes
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. Add smart content inside a smart content

    1 vote
    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Toggle for Suggesting Edits done by Role on the Template Level

    Feature request would be the ability to toggle Suggest Edits for specific roles on a template, rather then either ON/OFF for all roles - This would allow specific members in a signing order to suggest/resolve edits, while the final recipient (Customer) would not be able to do so.

    2 votes
    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Product Catalog - Ability to modify ElastiSearch

    Ability to modify Elastisearch especially if missed the first 2 starting characters wherein the system is not looking it up.

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. option to resize the optional item check box in the pricing table

    ability to resize the optional item check box in the pricing table

    3 votes
    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. export the template details into a spreadsheet

    export the template details into a spreadsheet

    4 votes
    0 comments  ·  Templates & Libraries  ·  Admin →
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  17. Form Capability - Drop down menu for recipient options

    when an employee clicks a form link, allow for the recipient fields to have a drop down of who that specific role could go to. For example, we have a signing order set on a form, and for one of the roles, it needs to go to who their boss reports to for our board of directors. Could their be a drop down with the board of directors to select from when they are filling out the information on recipients for a form?

    1 vote
    0 comments  ·  Esign & Notary  ·  Admin →
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  18. Customize PandaDoc navigation pane (change color)

    2 votes
    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Automatically tick a checkbox if it is chosen from the conditional dropbox

    Automatically tick a checkbox if it is chosen from the conditional dropbox

    https://pandadoc.zendesk.com/agent/tickets/534613

    1 vote
    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Automations: Pipedrive attach PDF when document completed

    I would like to attach a PDF to the Pipedrive deal if the PandaDoc document status is changed to "completed." Currently PandadDoc only allows me to attach a PDF to a Pipedrive deal if the document status is changed to "sent." All other CRM automations have the option to choose between "sent" or "completed," so I'm not sure why Pipedrive doesn't have the same automation.

    2 votes
    0 comments  ·  Automations  ·  Admin →
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