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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7067 results found

  1. Ability to set conditions relating to typography.

    e.g

    Once the condition is met the segments/sections text will automatically go ''bold''

    2 votes

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  2. The only option to share email notifications to a (Shared email) is to add the email to a cc on the template/document level. I would be nice to have an option to select where the email notification will be received. Like a shared email address

    3 votes

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  3. Support background image when importing/exporting docx files.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. At the moment you can only request the second payment on split payments after a period of time. We don't necessarily know when the payment is due as it's due on job completion. Could this be added as a manual trigger where we can request the payment to the customer?

    1 vote

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  5. 2 votes

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  6. smart forms change button text from "submit" to "continue"

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  7. Download a document bundle as a single file DOCX

    2 votes

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  8. Option to populate products in Quote Builder within Smart Content upon document creation from CRMs

    6 votes

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  9. The ability to indicate a specific date for document expiration instead of putting in a number of days.

    2 votes

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  10. One Click Sending. When creating a new document from a template, it would be nice to have the option to send from the add recipients screen rather than having to click continue, open the document in PandaDoc, and then click the send button.

    2 votes

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  11. Allow an integration with Pipedrive if the data is stored on EU servers

    1 vote

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  12. My clients like to get a PDF of the document to share. The PandaDoc link is great for execution, but with proposals they like to send it around to others to look at and markup for negotiations. It would be great if I could "send" it then an email automatically pops up in Gmail to send them with my signature.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  13. 3 votes

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  14. Able to add dynamic content from previous steps in the workflow builder such as first name and last name of the recipient from CRM, Form or Quote.

    1 vote

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  15. Add new recipients not in the contacts yet in the recipient group in the "Use Template" pop-up.

    2 votes

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  16. Ability to generate invoices in the ZUGFeRD or XRechnung format.

    4 votes

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  17. Right now the client sees all three documents in a row underneath each other. I want them to just have to click on the document on the left panel and only see the pages of the one they click on, instead of all offers underneath each other.

    2 votes

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  18. It would also be good to have an option to include the cc'd emails to the email notification being received by the signer of the document.

    2 votes

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  19. Option to arrange folders in Rooms

    6 votes

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    1 comment  ·  Rooms  ·  Admin →
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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that 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.

  20. Duplicate document via API :

    POST /public/v1/documents/duplicate/{id}

    Response could be the same as the Create Document from Template

    1 vote

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    1 comment  ·  API  ·  Admin →
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