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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6797 results found

  1. Notification sent to team member when a document is sent

    3 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. Import drop down list for excel or PDF

    Instead of having to copy and paste each item one by one from a huge list into the dropdown field, it would be great if you could import a list from an excel file, or something equivalent.

    10 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Allow deleting PandaDoc documents from Pipedrive

    I use the PandaDoc integration in Pipedrive. Is there a way to delete draft contracts from pipedrive without having to log into panda doc and search for the draft?

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table

    Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table

    5 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. Discount for catalog items (products)

    Be able to set up discounts for catalog items and insert the items with those discounts

    7 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  6. Recipient Experience for Mobile App

    Decline document thru mobile app. They want to have it so that if recipients have the mobile app or free users do they still see the documents they've received.

    4 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  7. Improve API to better integrate with Power BI

    The ability to integrate the documents response to analytics tool such as power bi dashboard / Enhance the API data to provide the required fields by AWR

    3 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  8. Recognize float numbers in Pipedrive Numerical fields

    Numerical field in Pipedrive can display float values (e.g 10.5), but PandaDoc does not recognize floats, only integer values.

    The customer would like to be able to use float numbers to pass them to PandaDoc variables

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Add pricing amount to payment app via Zapier

    5 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  10. Make variables required (forbid sending the document if "required" variables are not filled in

    Make it impossible to send a document if the required variables are not filled in

    19 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. Restrict editing prices for catalog items

    Ability to restrict editing the prices for specific users when they add items from the catalog, i.e the user can edit the pricing table, add products, but cannot change prices for catalog items

    5 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  12. SF product mapping: Map both flat and % tax amount

    Ability to pass both formats of taxes simultaneously

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. Edit Draft In Salesforce Window

    "As we are editing our proposal document within Salesforce, and we then leave it and want to revisit at a later date. If we click on the draft it takes us to Panda Doc directly, where as we simply want to keep editing it through our salesforce view. Can you assist? Below shows an image of our SF view, however clicking the draft takes us to PandaDoc. "

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  14. OpenID connect

    Support OpenID connect via Oauth flows.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Customize doc/temp/catalog list view columns

    Ability to customize the columns shown in doc/temp/catalog list view

    17 votes

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    Idea  ·  4 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  16. mask payment info from some users

    mask payment info from some users

    1 vote

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  17. Display all bought add-ons in PandaDoc Billing

    At the moment only the volume based (API, Bulk send, Forms, etc) add-ons are displayed in PandaDoc Settings -> Billing. If the client is on Business plan with renewal add-on, the client won' see it. So the feature request is to be able to see all the add-ons you've bought

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. Pay invoices via Billing page in PandaDoc

    At the moment it is possible to see only paid invoices in PandaDoc Settings -> Billing. The feature request is to be able to see & access pending invoices via PandaDoc Settings -> Billing (like via "hosted invoice" link)

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. Compression feature within PandaDoc - reduce size of PDFs

    Compression feature within PandaDoc once downloading PDF (reduce size of PDFs)

    40 votes

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    4 comments  ·  Other  ·  Admin →
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    Not Planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are planning on offering something similar to it in the near future. We can’t give you the exact timeline of when it will be ready, but we can tell you that it’s already in the works and we’ll have it available in one of our upcoming releases.
    We will be communicating it through our product newsletter and via alerts inside PandaDoc.

  20. Ability to disable or remove Signature Certificate for downloaded documents / Setting to not include Signature Certificate

    ability to disable Signature Certificate for completed documents

    184 votes

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    22 comments  ·  Other  ·  Admin →
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