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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Use Base64 encoded string to send an image via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  3. I'd like to press one button to group pricing tables by "Product" or by columns/fields.

    For example, I have a template with multiple pricing tables, I'd like to group tables by the "Product" name then sort by the "Name" field. Alternatively, I'd like to sort pricing tables to ensure everything with the same name is grouped together.

    9 votes

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  4. Integration with Credible

    1 vote

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  5. When entering multiple emails to who you are going to send the document, the first option should be to add an order of who signs first, 2nd, and so forth. Too many steps to get around it. Making it very complicated.

    2 votes

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  6. Ability to add radio buttons to the starting log in form while accessing the PandaDoc form (in order to populate the info from the radio buttons chosen via logging in into corresponding variables.

    1 vote

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  7. Document Analytics would be easier to see the date directly instead of the number of days passed.

    2 votes

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  8. 1 vote

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  9. Pricing table column will be hidden if there is no value once the document is generated.

    7 votes

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

    2 votes

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  11. 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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  12. Ability to use the API To approve or deny contracts.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  13. 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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  14. 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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  15. Option to create a time slot variable or field (format 8:30 AM - 4:30 PM)

    1 vote

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  16. 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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  17. 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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  18. 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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  19. 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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  20. 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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