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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6452 results found

  1. Field tags recognition. Ability to adjust height size/font size.

    Field tags recognition.
    Ability to adjust height size/font size.

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. internal document link > link asks you to fill in your name > the information saves into the doc

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  3. change custom variable format

    change custom variable format

    7 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. The ability to use discount from the total section of the pricing table to calculate tax after discount is subtracted.

    At this time, you have to use line item discount so that tax is calculated appropriately for each item and the total tax for the table. Can we add the ability to use the discount from the total section of the pricing table to calculate tax appropriately for each line item instead?

    3 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  5. microsoft teams integration: sync with PandaDoc contacts when you add recipients, ability to add company details, address

    microsoft teams integration:
    sync with PandaDoc contacts when you add recipients, ability to add company details, address so on

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. Set Document Value thru API

    It's possible to generate pricing tables via API which in turn set the document value, but in our use case, they're not utilized 100% of the time. In these instances, it would be helpful to set the document value directly via API.
    {
    ...
    document_value: 123456,
    ...
    }

    13 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  7. Formatting symbols similar to Microsoft

    characters that take up space or have a formatting function but do not appear on the printed page

    3 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  8. Re-arrange pre-selected smart content within a module.

    7 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  9. bulk move content library items to the templates tab

    bulk move content library items to the templates tab

    3 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  10. API - Ability to Lock documents (content) via API

    ability to Locked document feature via API

    3 votes

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    1 comment  ·  API  ·  Admin →
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  11. Ability to follow a document status for non-participants via notifications: Ability to enable notifications on a document for non-senders

    Allow non-document participants to follow a document's status progress without the need of being CC'd.

    6 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  12. Ability to upload a doc in Chinese

    6 votes

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    0 comments  ·  Localization  ·  Admin →
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  13. Send up to 20 docs in a bundle

    Ability to send up to 20 documents in a bundle instead of the current 10 docs.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. The ability to turn off the pop-up asking to convert the document to a template.

    There is a pop-up that shows when a new document is created and sent from the editor that asks to convert the document to a template, and you can choose that or exit out. Could we allow a setting that removes that pop-up?

    4 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  15. The ability to combine folders in the catalog into one folder.

    2 votes

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  16. Smart content based on the products selected / used in the document

    want to populate the smart content option based on the products used in the document

    33 votes

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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    On roadmap  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you for taking the time to leave your request. Currently, this is not available, but the good news is that we have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc when it is live. Stay tuned!

  17. Transfer products from a pricing table into a normal table

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  18. Edit Quickbooks invoice sent to customer

    6 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. Ability to check the reporting specified to the customer.

    Ability to check the reporting specified to the customer.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  20. allow recipients to choose a payment method

    allow recipients to choose a payment method

    5 votes

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    2 comments  ·  Payments  ·  Admin →
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