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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7013 results found

  1. create a pricing table with rows from scratch using the API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  2. the PandaDoc Document to be sent to the contact related to this quote and also the contact roles linked to the opportunity.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Automated workflow in Hubspot based on variables (see the description for more details)

    "We need to send an offer to the clients in the workflows (Currently we are using an automated email but we require that this email be a document with a digital signature. Within this document, we need the document to read variables that exist in the business and in the contact ( workflow 2) once the client signs or responds to the document a variable is written in Hubspot to continue the workflow"

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  4. Ability to export list of all the folders and files within the app, export folders tree.

    1 vote

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  5. Borders Overlapping Images in PDF

    When I PDF my quote that has borders and images, the image and borders overlap. Doesn't look very nice. Also, page breaks have not been figured out with multiple pages using a pricing table. leaves an empty row at the bottom of the page. I can't upload photos because this forum will not let me.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  6. Ability in Quickbooks integration to reroute it to "Sales" so QB knows when a customer has paid a deposit.

    Ability in Quickbooks integration, instead of automatically creating a product/service line in QB if the document name is not found, reroute it to "Sales" so QB knows when a customer has paid a deposit.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  7. Export comments/suggestions to Excell or Google Sheets

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  8. Different permissions for collaborators for the specific document's parts

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. Editing signing order from the Send document window

    The option to edit signing order from the Send document window.

    6 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  10. Be able to insert a catalog item into a specific column

    3 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  11. Ability to download content library items as Word docs

    "Our templates are already stored in our library and I don't need to create another template, i want to download and edit the template in our library in a word doc"

    8 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  12. continue approving document when there are suggestions made, keep it in suggestion mode

    continue approving document when there are suggestions made, keep it in suggestion mode

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  13. send changes for approval - collaborators feature

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  14. Ability to set a default CC'd recipient email for all documents

    Ability to set a default CC'd recipient email for all documents

    8 votes

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    0 comments  ·  Automations  ·  Admin →
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  15. Subtotal *without* line item discounts total & the subtotal without discount

    subtotal without line item discounts total (a frequent request btw) - in other words, a footer price column subtotal and

    31 votes

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    5 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

  16. Add a verbiage that the second page is the continuation of the same pricing table

    if a pricing table doesn't fit in 1 page and continues on the next (a pdf break appears), we need to be able to add a verbiage that the second page is the continuation of the same pricing table

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  17. Search for page numbers in page reordering menu

    Search for page numbers in page reordering menu

    3 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  18. Saved messages for Approval process: custom notification for approval

    saved messages for Approval process

    8 votes

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    2 comments  ·  Approvals  ·  Admin →
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  19. Remove documents from timeline on the dashboard

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Hidden Variables: use on documents for internal integration usage, yet be hidden from signers.

    Be able to have "hidden variables" to be able to use on documents for internal integration usage, yet be hidden from signers.

    13 votes

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    6 comments  ·  Fillable Fields & Variables  ·  Admin →
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