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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7436 results found

  1. internal document link > link asks you to fill in your name > the information saves into the doc

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  2. change custom variable format

    change custom variable format

    8 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. The ability to use discount from the total section of the pricing table to calculate tax after discount is subtracted.

    At this time, you have to use line item discount so that tax is calculated appropriately for each item and the total tax for the table. Can we add the ability to use the discount from the total section of the pricing table to calculate tax appropriately for each line item instead?

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. microsoft teams integration: sync with PandaDoc contacts when you add recipients, ability to add company details, address

    microsoft teams integration:
    sync with PandaDoc contacts when you add recipients, ability to add company details, address so on

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  5. Set Document Value thru API

    It's possible to generate pricing tables via API which in turn set the document value, but in our use case, they're not utilized 100% of the time. In these instances, it would be helpful to set the document value directly via API.
    {
    ...
    document_value: 123456,
    ...
    }

    19 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Formatting symbols similar to Microsoft

    characters that take up space or have a formatting function but do not appear on the printed page

    3 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  7. Re-arrange pre-selected smart content within a module.

    7 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  8. bulk move content library items to the templates tab

    bulk move content library items to the templates tab

    3 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  9. API - Ability to Lock documents (content) via API

    ability to Locked document feature via API

    3 votes

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    1 comment  ·  API  ·  Admin →
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  10. Ability to upload a doc in Chinese

    6 votes

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    0 comments  ·  Localization  ·  Admin →
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  11. The ability to turn off the pop-up asking to save the document as template

    Option to remove a pop-up Save as template. It shows when a new document is created and sent from the editor that asks to convert the document to a template, and you can choose that or exit out.

    7 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  12. The ability to combine folders in the catalog into one folder.

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Transfer products from a pricing table into a normal table

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  14. Edit Quickbooks invoice sent to customer

    6 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. Ability to check the reporting specified to the customer.

    Ability to check the reporting specified to the customer.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  16. allow recipients to choose a payment method

    allow recipients to choose a payment method

    10 votes

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    5 comments  ·  Quote to Cash  ·  Admin →
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  17. Bundle across multiple workspaces

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Control what colours you see in the text palette

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Undo signature

    Ability to undo a signature for one specific user instead of erasing the entire document.

    5 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  20. Dynamics 365 Jobs

    Integration with Dynamics 365 Jobs

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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