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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Admin access to audit logs for accounts showing user activity in the workspace

    4 votes

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  2. Filter documents by currency.

    1 vote

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    0 comments  ·  Other  ·  Admin →

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  3. Make one payment gateway default over another

    2 votes

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  4. 1 vote

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  5. 3 votes

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    0 comments  ·  Other  ·  Admin →
  6. Hi Team ,

    Kindly add audit history to every document & every template .
    So visibility will increase who updated approval workflow & who updated approver name in the template & document .

    it will useful to trace logs of any document & template .

    4 votes

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  7. separate icon for templates

    2 votes

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  8. set a tax rate per product and have it automatically calculate on the pricing table

    5 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  9. Add the image URL to a variable and then the image will load as the variable once the document is created from the template.

    3 votes

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  10. Filter document downloads by regular documents, bulk send documents, and documents created from forms, so you can download all documents except those created from forms.

    4 votes

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  11. It would be great to have an option for the customer to pay a 50% deposit and then retain the CC info to bill the remaining balance with the click of a button when we arrive on the job site. Instead of sending them an invoice later and hoping that they pay.

    2 votes

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  12. Option to hyperlink attachments within documents, allowing for quick navigation between different sections.

    3 votes

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    0 comments  ·  Other  ·  Admin →
  13. 4 votes

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    0 comments  ·  Rooms  ·  Admin →

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  14. The option to automatically charge the payer for succeeding installments.

    5 votes

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  15. The ability to add tabs inside of rooms aside from the ones already generated i.e documents&files tab

    8 votes

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    1 comment  ·  Rooms  ·  Admin →

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  16. Automatically turn on 'Enable optional item' for pricing tables and quote builder instead of having to manually enable this

    4 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  17. Integrate with Box.com

    5 votes

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  18. 2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  19. add variables to the Room

    31 votes

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    3 comments  ·  Rooms  ·  Admin →

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  20. Catalog - option to not have a price for an item. Not required to enter a price when creating an item/product in the Catalog.

    3 votes

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