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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5384 results found

  1. Update the existing template with the uploading doc file: Replace source file with DOCX

    Update the existing template with the uploading doc file.

    https://pandadoc.zendesk.com/agent/tickets/381547

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  2. The ability to see which user moved a folder in the documents/templates section. / track account user actions in the app

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Forwarding two signatures to different signatories

    An ability to forward only one out of two signatures when 2 signatures are required on behalf of one part and only one signatory name is known.

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  4. To disable the language selection when creating PD documents via API and embedding an iframe with the document on a website page.

    5 votes

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    0 comments  ·  API  ·  Admin →
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  5. Option to change the document owner once a document is generated from CRM

    Option to change the document owner once a document is generated from CRM.

    • Will allow the creator of the account to choose the owner of the document once creted from CRM
    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  6. Move documents to folders based on status: ability to set a default Documents tab view and transfer documents into folders

    6 votes

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    1 comment  ·  Automations  ·  Admin →
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  7. Remove logo from branding entirely within a workspace

    6 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Notion

    Notion integration

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. create a pricing table with rows from scratch using the API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  10. the PandaDoc Document to be sent to the contact related to this quote and also the contact roles linked to the opportunity.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. Export comments/suggestions to Excell or Google Sheets

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  12. Editing signing order from the Send document window

    The option to edit signing order from the Send document window.

    6 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  13. Be able to insert a catalog item into a specific column

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Ability to download content library items as Word docs

    "Our templates are already stored in our library and I don't need to create another template, i want to download and edit the template in our library in a word doc"

    8 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  15. Ability to set a default CC'd recipient email for all documents

    Ability to set a default CC'd recipient email for all documents

    9 votes

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    0 comments  ·  Automations  ·  Admin →
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  16. Subtotal *without* line item discounts total & the subtotal without discount

    subtotal without line item discounts total (a frequent request btw) - in other words, a footer price column subtotal and

    34 votes

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    5 comments  ·  Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    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:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

  17. Add a verbiage that the second page is the continuation of the same pricing table

    if a pricing table doesn't fit in 1 page and continues on the next (a pdf break appears), we need to be able to add a verbiage that the second page is the continuation of the same pricing table

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  18. Search for page numbers in page reordering menu

    Search for page numbers in page reordering menu

    3 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  19. Saved messages for Approval process: custom notification for approval

    saved messages for Approval process

    10 votes

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    2 comments  ·  Approvals  ·  Admin →
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  20. Remove documents from timeline on the dashboard

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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