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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6449 results found

  1. Ability to set document title for Zendesk Support Integration

    By default, Zendesk Support changes the document title to that of the Subject line, it would be better if there is an option to configure this.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. authorization (access code) to be added on a template level

    authorization (access code) to be added on a template level

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  3. Ability to set a default value of a space for custom variables?

    Ability to set a default value of a space for custom variables?

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Get(retrieve) document chat messages via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  5. ability to add two or more tokens to one merge field

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  6. Smart Content to work with uploaded pages

    Smart Content to work with uploaded pages

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  7. Ability to have multiplier applied to product price column

    Ability to apply the multiplier to the product price column in the pricing table. This would allow for CPI and inflation increases without having to update the whole catalog. The total would then be calculated as
    MULTIPLIER (hidden column) x PRICE = PRICExMULTIPLIER (which becomes the new PRICE column). Then NEW PRICE x QUANTITY = TOTAL
    Hiding the multiplier column means that the customer will see the price + inflation without the whole catalog having to be updated.

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  8. Notification when the document draft is created

    Notification when the new document draft is created from the template

    4 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. disable SSO login page option

    disable SSO login page

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Sort Contacts by Company

    Would be great to be able to sort Contact book by Company alphabetically.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  11. Group for View Only access

    a view only license that could be assigned to a group of people so that they see the latest version of a document that will change several times before completion.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. Auto-populate contact role

    Auto-populate the template role with the contact information from monday.com upon document creation

    8 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. search/filter/manage documents by SKU

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Add hyperlink into email footer

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Converting a form to a document

    Converting a form to a document

    • will allow the user to convert a form to document.
    11 votes

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    1 comment  ·  Forms  ·  Admin →
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  16. Pipedrive: document report

    it would be good to run a report so deals that have Pandadoc and Pipedrive values that do not match coming up

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  17. Ability to auto save pdf in SFDC from expired status

    1 vote

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  18. Allow pre assigned roles to be populated when pressing skip when creating a document

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  19. improved collaborators feature: track changes

    show who and when edited a document. it would be great if we have a panel with document history with collaborators' edits

    7 votes

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  20. API endpoint to send out documents via email

    It would be helpful to be able to trigger the send of an email with a document attached via api. A lot of processes happen outside of PandaDoc that may trigger the automatic send of a document, but right now there is no way to seamlessly connect systems in this way.
    Another plus would be to fetch a document link via api, so users could populate that link in external tools or their own email services.

    1 vote

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    0 comments  ·  API  ·  Admin →
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