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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7251 results found

  1. Filter documents in Inbox by status

    15 votes

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  2. It will be good if we can set the renewal reminder dates manually, rather than setting 'n' months from Specific days. What if the contract is for 2.5 months or 100 days? There is no option to set the renewal date like that.

    6 votes

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  3. two unit prices per item in pricing table

    2 votes

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    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Would you be so kind as to elaborate on how you’d like this feature to work for you? This would be really helpful for us to understand your use case more clearly if you could provide some more details on your feature request.

    Thank you so much for your time! Have a wonderful day!

  4. Option to get one centralized API key for all workspaces

    9 votes

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    1 comment  ·  API  ·  Admin →
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  5. Our team members are not that good with the English language and so we would like to have an option to translate the platform's language from English to Thai.

    2 votes

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  6. Ability to upload multiple files and/or a folder containing multiple files into the Content Library, versus uploading files one by one.

    30 votes

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  7. 2 votes

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  8. 4 votes

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    Thank you for your idea! I've analyzed your request about adding multiple pricing tables in documents created via Salesforce.


    It appears this functionality is already available through our Merge Rules feature. You can define which items should appear under pricing tables and quote builder sections using this functionality.


    For detailed instructions on how to configure this, please check our support article: https://support.pandadoc.com/en/articles/9714724-salesforce-map-quote-builder-columns-with-fields


    If you're looking for something different than what Merge Rules offers, or if you have a specific use case that isn't covered by the current functionality, please leave a more detailed comment explaining your needs.


    Alternatively, I'd be happy to schedule a short meeting to better understand your requirements.

    here

  9. Use images in saved messages

    8 votes

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  10. Zapier automation that notifies when someone leaves message in chat

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  11. 1 vote

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  12. 1 vote

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  13. 54 votes

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  14. 9 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  15. Option to convert /transfer info of normal table to the pricing table.

    -Will allow to convert or tranfer the data from a table to the pricing table

    4 votes

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  16. For example, the main contract as a template and then if this specific package requires a Prepayment Addendum then we can call an endpoint to add that template to the end of an existing document

    2 votes

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    0 comments  ·  API  ·  Admin →
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  17. when customer printed and manually signed the document. An option to replace the sent document by uploading the signed printed copy.

    3 votes

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  18. Be able to add SMS verification to bundled documents.

    3 votes

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  19. When both Order and Contract have been completed set status to Closed in Salesforce

    1 vote

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  20. Automatically align selected fields

    14 votes

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