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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7073 results found

  1. API: option to pull hyperlink via variable and set a text to display

    Ability to pass a hyperlink via a variable and set a text to display (similar to the text block option). Example:
    {
    "tokens": [
    {
    "name": "URL_Sample",
    "value": "www.pandadoc.com/sales",
    "text" : "PandaDoc Sales"
    }
    ]
    }

    2 votes
    0 comments  ·  API  ·  Admin →
    How important is this to you?

  2. Pricing Table Merge rules: More than one rule applies, option for"AND" conditional rule.

    Example Use Case:
    We wanted products that were from the 'Saas' family AND were part of our 'Care Delivery' product line.
    When we set up the if-then rule for both conditions, it was acting as an OR, not as an AND.

    Example rule:
    If the item contains the field "Product2.Family" and its value equals "Saas", add it to the "Pricing table, no section" section.
    If the item contains the field "ProductLine_c" and its value equals "Care delivery", add it to the "Pricing table, no section" section.

    We wanted to display any product that was family ‘SaaS’ and product…

    7 votes
    Not Planned  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  3. Use same fields in different field conditions

    Use same fields in different field conditions

    3 votes
    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Tax automatically added based on the conditional

    Tax automatically added based on the conditional

    E.g. a way for PandaDoc to automatically set the taxes, so that taxes are computed automatically based on the billing Province

    3 votes
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  5. Gratuity in Pricing Table

    Ability to leave a Gratuity ( 18%, 20%, 25%) in Purposals that would not be taxed.

    2 votes
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  6. HTML to IMG - API

    'html to img' that returns the text in the form of an image and adds it as an image in PandaDoc

    1 vote
    0 comments  ·  API  ·  Admin →
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  7. Webhook event when a catalog item is created, modified or deleted.

    2 votes
    0 comments  ·  API  ·  Admin →
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  8. Customize payment pop-uo

    Using payments, I'm wanting to change the message that pops up when someone opens the proposal.

    1 vote
    0 comments  ·  Quote to Cash  ·  Admin →
    How important is this to you?

  9. Isracard payment gateway

    Option to connect to Isracard's payment gateway

    2 votes
    0 comments  ·  Integrations  ·  Admin →
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  10. Automation by pulling data from Google sheets to create document

    The customer would like to create automation where a document is created from a template using the information from the Google Sheets file that contains data from a completed Google Form (without Zapier)

    2 votes
    0 comments  ·  Automations  ·  Admin →
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  11. Green Invoice payment gateway

    Option to connect to Green Invoice payment gateway

    2 votes
    0 comments  ·  Integrations  ·  Admin →
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  12. Create a document and pull a photo of a team member who created this document

    2 votes
    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Individual Signature Certificates for Document Bundling

    Option to have a separate signature certificate for each document within the bundle. This means a different reference number should be indicated on each signature certificate when it's downloaded as a separate file from the document bundle.

    2 votes
    0 comments  ·  Other  ·  Admin →
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  14. Support Pinterest video embed in documents

    Support upload of videos for documents from Pinterest

    2 votes
    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Support Instagram video embed in documents

    Support upload of videos for documents from Instagram

    2 votes
    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Automation for closed lost when the document is expired in HubSpot

    Automation for closed lost when the document is expired in HubSpot

    2 votes
    0 comments  ·  Automations  ·  Admin →
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  17. QR code in the Signature Certificate to check the authenticity

    QR code in the Signature Certificate to check the authenticity

    4 votes
    1 comment  ·  Other  ·  Admin →
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  18. QES in UAE

    QES in UAE

    2 votes
    0 comments  ·  Other  ·  Admin →
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  19. Ability to hide sections in Quote Builder

    Looking for an option to hide sections in the quote builder for users who want to add a section but don't want their client to see it.

    3 votes
    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  20. Page layout UX improvements

    Currently, if an individual page's layout is updated, it will no longer follow the global layout settings. However, if no changes are made to the individual page layout, it will continue to respect the global settings.

    1 vote
    0 comments  ·  Documents & Data Management  ·  Admin →
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