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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7152 results found

  1. Hidden column

    I would like to see a hidden column where I can put part numbers and maybe even our cost in the proposal without using the product catalog. Also a way to final print a completed proposal with out pricing for my installers.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. I would like to see a command for the insert section below, like insert row below.

    I would like to see a command for the insert section below, like insert row below.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  3. Option to hide product catalog item

    hide the products in our catalog to avoid the incorrect items be selected, but would still like to have access to them if we need them for the future

    8 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Receive webhooks only for API created documents

    1 vote

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    0 comments  ·  API  ·  Admin →
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  5. Ability to search by recipient names in Microsoft teams

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. Smart content to work with attachments

    Smart Content + Attachments

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  7. sku lines bulk delete all items

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  8. Zoom template

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. schedule template update to publish at "x" time.

    • due to API would like to schedule wants to control when to publish live update to environment loan contracts are going out throughout the day. would like to stage changes to templates to publish live at "x" time. Risk to be halfway through change and a contract is sent out (or mistake) can be sent out at the time of edit.
    2 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  10. Get audit trail details via api (Recipient Status via API)

    ability to get audit trail details via api including recipient status

    21 votes

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    4 comments  ·  API  ·  Admin →
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    Being Evaluated  ·  AdminVolha Dziahtsiar (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  11. Benchmark One

    Integration with Benchmark One

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  12. FORMAT A4 et A3

    Hello, documents in A3 landscape formats are systematically resized in A4 format. This is a big problem for scaled documents

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Global Design Panel

    Global design panel to manage advanced design across ALL workspaces.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Share page between templates w/o content library

    Ability to move individual pages between templates without needing to first add to the content library.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. access emails history sent by pandadoc upon sending documents

    history of emails sent with email body text

    15 votes

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    5 comments  ·  Recipient Experience  ·  Admin →
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  16. Hide Change Language option

    1 vote

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    0 comments  ·  Localization  ·  Admin →
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  17. Ability to adjust date field timezone

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. The ability to keep the paragraphs aligned even when using tiered numbering.

    For example, if the customer has a numbered list go from 17.9 to 17.10 -- the text will be moved to the left a bit and the paragraph formatting will no longer be aligned.

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  19. Support processing for multiple file documents in Zapier

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  20. Conditional attachments

    Add attachments to a document under specific circumstances

    8 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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