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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5384 results found

  1. Option to "insert from catalogue" in the mobile app

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Use Two Different Cards on same document with Authorize.net

    Split payment amounts between two different cards on a single document

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  3. Attach completed PDF to Leadconnector CRM via Zapier

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. The ability to delete any amount of documents in bulk.

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  5. Allow specifying sender email address with Whitelabeling

    The ability to show the sender's specific email address when Whitelabeling is enabled instead of just the organization's custom domain.

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Link pricing catalog to specific template

    Assign a Pricing catalogue to be used with a particular template.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  7. Place a page break block inside a table of contents (TOC): split into pages

    Option to split Table of contents to another page

    21 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. Default Saved Message: automatically choose a saved message for a document

    Ability to set a default saved message

    22 votes

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    6 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Sync document value with custom payment amount

    Update document value when set up a custom payment amount in the payment block.

    5 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. Change the order in which the fillable fields can be completed: from top to bottom, instead of left to right

    Instead of left to right, have the option for fields to be filled out from top to bottom.

    https://support.pandadoc.com/hc/en-us/community/posts/5403538441111-Fillable-Field-Order

    7 votes

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    4 comments  ·  Recipient Experience  ·  Admin →
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  11. MS Dynamics: to show Date Only without time stamp

    to show Date Only without time stamp when a document is created

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  12. The ability to add pages from completed documents to the content library.

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  13. Inbox, filter by status for documents

    Filter documents in Inbox by status

    15 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  14. Setting specific renewal date manually

    It will be good if we can set the renewal reminder dates manually, rather than setting 'n' months from Specific days. What if the contract is for 2.5 months or 100 days? There is no option to set the renewal date like that.

    7 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  15. General API key

    Option to get one centralized API key for all workspaces

    12 votes

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    1 comment  ·  API  ·  Admin →
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  16. Thai language for PandaDoc platform

    Our team members are not that good with the English language and so we would like to have an option to translate the platform's language from English to Thai.

    2 votes

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    0 comments  ·  Localization  ·  Admin →
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  17. Import Folder to Content Library: upload multiple files to content library

    Ability to upload multiple files and/or a folder containing multiple files into the Content Library, versus uploading files one by one.

    36 votes

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    8 comments  ·  Templates & Libraries  ·  Admin →
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  18. Send a notification to sender when document is viewed

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. add multiple pricing tables in once document created via Salesforce

    add multiple pricing tables in once document created via Salesforce

    https://pandadoc.zendesk.com/agent/tickets/394892

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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    Solution Exists  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Thank you for your idea! I've analyzed your request about adding multiple pricing tables in documents created via Salesforce.

    It appears this functionality is already available through our Merge Rules feature. You can define which items should appear under pricing tables and quote builder sections using this functionality.

    For detailed instructions on how to configure this, please check our support article: https://support.pandadoc.com/en/articles/9714724-salesforce-map-quote-builder-columns-with-fields

    If you're looking for something different than what Merge Rules offers, or if you have a specific use case that isn't covered by the current functionality, please leave a more detailed comment explaining your needs.

    Alternatively, I'd be happy to schedule a short meeting to better understand your requirements.

    here

  20. Use images in saved messages

    Use images in saved messages

    10 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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