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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6890 results found

  1. The ability for PandaDoc to recognize variables when uploading

    2 votes

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  2. Ability to use a variable instead of the recipient email to match the client in Quickbooks

    1 vote

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  3. Once documents are completed, they are moved into folders created in PandaDoc. But when I choose completed document status, ALL of them are visible there again whether they were 'filed' or not. I want them to stay in their folders and not have to look at them anymore in any list of documents.

    4 votes

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  4. Ability to edit templates and documents inside of Zoho CRM

    2 votes

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  5. QuickBooks: ability to disable "New inventory in QB is created based on the PandaDoc document name (in case there is no existing product in QuickBooks using the exact document name)''

    2 votes

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  6. Ability to hide rows automatically if there is no information in them? For example, if I do not have a $ amount in the discount variable area I do not want the discount line to show.

    3 votes

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  7. Allow the recipient to pay either a custom amount or the full amount when making a payment on a document

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  8. Option to have integration with Podia so the recipient gain automatic access to our courses upon payment

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  9. Option to have integration with Skool so the recipient gain automatic access to our courses upon payment

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  10. 2 votes

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  11. Ability to change PandaDoc icon in email (not workspace logo/profile image).

    7 votes

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    0 comments  ·  Other  ·  Admin →
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  12. The ability for user interface language set in PandaDoc will also reflect in PandaDoc email notifications.

    6 votes

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  13. The ability to bulk update the recurring column in quotes

    3 votes

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  14. Option to make a text block expandable if the content is too large.

    3 votes

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  15. Have the possibility to enable the entire options section (so we don't have to select each item individually within the section)

    1 vote

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  16. We'd like to be able to download the JPEG images from the collect files field.

    2 votes

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  17. PandaDoc API that can utilize the CSV data gathered when a form is completed

    2 votes

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    1 comment  ·  API  ·  Admin →
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  18. The ability to create button with a background color, form (rounded or square), and also hyperlinked/ anchored linked to another page. Some

    1 vote

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  19. Option to have Waiting for others tab for all documents within workspace

    4 votes

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  20. Keep the date field formatting when passing HubSpot line item that has a billing start date field.

    (now it's YYYY-MM-DD by default and there's no way to change it).

    6 votes

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