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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. If the account has custom roles- make it appear as default when a new user is invited.

    Allow Member Role to be a default role when inviting new users.

    10 votes

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  2. Have expiration/reminder settings on a template which is used in Bulk Send to remain.

    8 votes

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  3. detect when a new user is added which consumes a license

    2 votes

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  4. The possibility to add only sequence number to the document without required sequence name.

    7 votes

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  5. Adding the content library feature EV2 to the right menu

    2 votes

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  6. 9 votes

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  7. 357 votes

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  8. Include the option to show the subtotal after discount but before tax in the summary section of the Quote Builder.

    22 votes

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    Released  ·  Valeryia Baranava responded

    Hi,
    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Quote Builder

  9. Create and edit via API

    22 votes

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  10. Ability to transfer existing licenses from one user to another without having to remove/re-add the user

    37 votes

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  11. An ability to hide the sections (not delete) mapped from Salesforce

    4 votes

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  12. 17 votes

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  13. 8 votes

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  14. pass variables/a variable to the document name through zapier

    3 votes

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    Released  ·  2 comments  ·  Integrations  ·  Admin →
  15. Assign custom fields to columns in the Price Table

    13 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. 2 votes

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  17. Allow other people besides The document owner to receive renewal notification emails

    21 votes

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  18. Danish language

    14 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Recipient view localization.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  19. Remove header block.

    10 votes

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  20. Ability to pull tokens from both Deal and Contant records simultaneously

    10 votes

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