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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7267 results found

  1. Add more options to "Change Deal stage in Pipedrive when PandaDoc document status changed"

    I would really like another variable called "Sent" to select from on the PandaDoc side of this automation. My Pipeline is set up with a quoting stage and a Negotiations/follow-up stage, and it would be nice if the status could change as soon as the quote is sent, rather than just upon completion or declination.

    4 votes

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    1 comment  ·  Automations  ·  Admin →
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  2. Restrict adding fields

    Option to disable user's the possibility to add fields on top of documents

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. API: generate session ID for draft document

    Option to generate session ID for draft document

    6 votes

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    0 comments  ·  API  ·  Admin →
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  4. Categorize documents into the same folder (based on recipient)

    For example, if you sent the document to the recipient and then sent another - have the option in PandaDoc to recognise it is being sent to this particular client and categorise them into the same folder.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Zoho: pass the taxes in flat amount if using Quote builder

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)

    Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)

    https://pandadoc.zendesk.com/agent/tickets/507683

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. Upload secure PDFs without removing encryption

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Share saved messages across workspaces

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  9. Bullet Points Span on Separate Pages

    Have the ability to have the paragraph bullet points span multiple pages

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Sort documents by specific year or month

    Be able to sort by a specific year or month.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Operators as a condition in smart content

    can I use operators as a condition? For example if "amount > 0" then show "content".

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Enlarge uploaded signature

    Enlarge uploaded signature after the signature has been attached.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Always open a document in a new tab

    When opening a new or existing document, it would be great if it would always open automatically in a new tab. This would make changing between different documents easier.

    3 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  14. Option to limit of how many products can be on a pricing table

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Edit the sent documents from Actions Required section

    Have an option to edit the sent documents from the Actions Required section

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  16. Ability to add transaction ID# under signature.

    Ability to add transaction ID# under signature.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. To have one product catalog that syncs with all of your workspaces and allows each product to be displayed in multiple currencies

    13 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Be able to add "Collect files" field with the help of field tags

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  19. [Quote Builder]: Add an Inline comment for Quote Builder Block

    Be able to add an Inline Comment on a quote builder block like you are able to for a pricing table. Currently this is not supported on an Advanced quote.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Export Product Catalog by Category

    When the client has hundreds of items, and need to update just a small part of them in specific categories it would help to only export the category that need update and also would make the export faster.

    8 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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