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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7008 results found

  1. Set up confidential masked field so the information is visible only by document creator

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Button to delete your account

    delete account button in profile settings maybe? Please advise where this elusive option can be found currently.

    7 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. If the document is in Suggest Edit status in PandaDoc app, the status of the document in API is Viewed.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  4. Subtotal for multi-selected pricing table blocks across a document

    Subtotal options when working with multiple pricing table blocks - be able to tick some of the blocks and reflect their subtotals

    4 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  5. Charts for Reporting

    Graphical representation reporting - pie charts and other visuals

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Additional option for Expiration frequencies: send the document weekly and then monthly

    Flexibility on expiration date settings for South American clients
    (i.e send the document weekly and then monthly)

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Profit Margin in Reporting

    Include profit margin in the newly revamped reporting feature. Wants to make use of the cost information and have a universal overview of the profit margin.

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Pull and set expiration date via CRM (e.g. SFDC)

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  9. Extract data from fields in documents sent in bulk in a CSV

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. HubSpot form to download a PandaDoc to see readership statistics

    Offer a HubSpot form to download a PandaDoc so we can see readership statistics? How do we set this up?

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  11. Option to "insert from catalogue" in the mobile app

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  12. Use Two Different Cards on same document with Authorize.net

    Split payment amounts between two different cards on a single document

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  13. Attach completed PDF to Leadconnector CRM via Zapier

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. The ability to delete any amount of documents in bulk.

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  15. Allow specifying sender email address with Whitelabeling

    The ability to show the sender's specific email address when Whitelabeling is enabled instead of just the organization's custom domain.

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Link pricing catalog to specific template

    Assign a Pricing catalogue to be used with a particular template.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  17. trigger to login in PandaDoc

    triggers to login process after typing username and password and then clicking/pressing ENTER

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  18. Banner Of Feature Difference Across Plans Before Upgrading/Downgrading

    To have a pop-up window to inform the client of the features they have on their current plan vs the new plan they are changing to.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. Place a page break block inside a table of contents (TOC): split into pages

    Option to split Table of contents to another page

    19 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Default Saved Message: automatically choose a saved message for a document

    Ability to set a default saved message

    15 votes

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    3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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