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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6711 results found

  1. Ability to change the profit margin so that it changes the price automatically instead of having to adjust the price manually

    2 votes

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  2. Have the ability to search by company in Contacts and edit company name in all contacts

    1 vote

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  3. Integration with Follow Up Boss

    2 votes

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  4. For example, if the aim is for the document name to be Template Title + Full Name (field in the opportunity). It's not possible right now to do this because the field wouldn't know the name of each Template being used

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  5. Consider adding an option to disable the automatic numbering feature. This would allow users to manage their content without the automatic numbering interfering,

    2 votes

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  6. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  7. integration with coda.io

    2 votes

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  8. When a recipient clicks the product images in a pricing table or quote builder, it shows the actual image size. there should be an option to disable it, keep thumbnail views only.

    2 votes

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  9. The ability to edit the look of the iframe when using embedded links. For example, modify the fonts/color/and remove buttons so that the iframe matches the website it's embedded in.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  10. This feature would enable team members with Member roles to make necessary adjustments to templates, such as updating certain fields/blocks, without needing full editing access to the entire template.

    2 votes

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  11. Ability to show text in table's rows and cells based on the variables' values (see the screenshot below)

    2 votes

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  12. 2 votes

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  13. 2 votes

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    0 comments  ·  API  ·  Admin →
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  14. 2 votes

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  15. Adding Mercury Bank as a payment gateway to PandaDoc's integration.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  16. to be able to upload an image or photo in the collect files fields using API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  17. There is currently an automation to send certain templates to different folders upon completion, but I would like to have a rule that allows us to set a "name contains" value and based on that criteria, send it to the corresponding folder.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  18. Ability to drag and drop a Content Item into a text block.

    1 vote

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  19. The customer would like to hide or remove edit suggestions history from the recipient's view.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  20. The customer would like the option for Salesforce to pass the variable values without including 'CAD' for the currency, displaying only the dollar ($) sign instead

    2 votes

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