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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7111 results found

  1. Change the field type, i.e. changing the signature field to a text field

    2 votes

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    1 comment  ·  API  ·  Admin →
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  2. Set image block constraints so that any image autofills the block rather than the block increases in size to accommodate image.

    We would like to create templates where there are two, three or more image blocks on a page and when images are dropped in the block stays that size.

    1 vote

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  3. I was wondering if I could create a document and not send it to all the parties? I have created a template with variables for Clinic, Sonographer and Recruiter. I want to be able to send it out so only the recruiter and sonographer can see it, sign it and return it. is that possible? Ideally i want to use the contact details for the clinic but not include them in the email trails / let them view the documents.

    1 vote

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  4. A tooltip when hovering over the variable that displays the full variable name in the variable section at the right panel of the PandaDoc application

    2 votes

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  5. Option to change the document status to Draft via API

    6 votes

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    2 comments  ·  API  ·  Admin →
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  6. 3 votes

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  7. Ability to customize the recurring pricing type. Example: per hour, per unit, per... instead of monthly, annually, yearly.

    3 votes

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  8. Option for the recipient to select a volume, for example, from 51 to 100, instead of selecting and putting the quantity manually

    1 vote

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  9. We would like to be able to use Bulk Send with the Send via SMS feature.

    15 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!

  10. 1 vote

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  11. Ability to edit Pricing table footer via API.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  12. Option to update or edit a template/document and dynamically mass update bundled templates/documents

    6 votes

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  13. We have, from time to time, cases where larger customers have their own SRM tool and want to send us purchasing orders instead of signing our quotes in PandaDoc.

    Can we create an incoming mail address to which they can send these documents so that we have them directly stored in PandaDoc? We would like to use PandaDoc as our default tool to store (legal) documents.

    1 vote

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  14. Being able to use Quote Builder with Transfer Data functionality.

    15 votes

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  15. Useful when uploading copies of documents created outside of PandaDoc to include when generating reports.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  16. Add the ability to select multiple content blocks to move, delete, copy/paste them in one go

    20 votes

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  17. 1 vote

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  18. Add two discounts to the pricing table, one to the price, the second one for the subtotal for each product

    1 vote

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  19. set some rule where if Option X is selected (In this case the upgrade offer on that template) then a line item in the pricing table is removed (in this case, the set up fee line item)

    2 votes

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  20. remove/turn off the "most recently used" templates option in Pipedrive

    3 votes

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