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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7008 results found

  1. enable optional items for all line items instead of enabling them one by one.

    2 votes

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  2. Ability to write and read a message in the chat box on a document through the api

    2 votes

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    1 comment  ·  API  ·  Admin →
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  3. Ability to use the API To approve or deny contracts.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  4. to mark and tag text within documents to be able to track these selected items and create tasks around those items tagged within the document.

    https://pandadoc.zendesk.com/agent/tickets/414426

    1 vote

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  5. In case the team member and the client are both recipients, change the document status to Viewed only when the client opens the email message associated with the document

    4 votes

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  6. Option to create a time slot variable or field (format 8:30 AM - 4:30 PM)

    1 vote

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  7. Be able to define the size of content blocks (images, in this case) and then to block the possibility for users to change the size of that block, no matter what image they upload there

    4 votes

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  8. Ability to set the display recipient's email address and not their names in the list view.

    5 votes

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    2 comments  ·  Other  ·  Admin →
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  9. Option to restore classic status indicator on documents:
    Previously, the status indicators of documents were available on the bottom-left of the page, and appear to be missing. It would be useful to have the option to have the classic view back for convenience.

    1 vote

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  10. Need the option to move individual buttons in the radio button field to align them with other content in the document, like a table. When you want to locate one button per cell, it becomes difficult to align it inside the cell - center, right, or left. You have to move the entire field and make sure other buttons are located properly.

    2 votes

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  11. export the sales part of the documents in the CSV file

    E.g. Pricing tables items

    https://pandadoc.zendesk.com/agent/tickets/415141

    1 vote

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  12. 2 votes

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  13. 1 vote

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  14. hide the discount column automatically if the discount is 0%

    26 votes

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    4 comments  ·  Automations  ·  Admin →
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  15. Expand the current Character limit of 1000 characters that can be transferred to a field from a Salesforce Opportunity. At the moment, only 1000 characters can be transferred which limits certain cases to be able to create documents from the Opportunities that exceed this limit.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  16. Options to reject the documents once the comments has been noted or written.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  17. 1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  18. Option to customize the profile picture

    • Will allow the user to move the profile picture based on user preference.
    6 votes

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  19. if the price is updated somewhere in the pricing table, ability to update the price automatically in another place

    1 vote

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  20. Be able to enter or modify VAT number and company name for the billing info

    1 vote

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