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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. option to add multiple recipients for a fillable field

    4 votes

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  2. option to place image or GIF in "Send document" message

    3 votes

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  3. detect the documents of the deleted user in the document filter owner

    8 votes

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  4. Ability to customize formula in a pricing table.

    14 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!

  5. I would like to have an automatic calculation of the product price based on the product bundle price

    12 votes

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    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    https://support.pandadoc.com/en/articles/9714716-quote-builder-block-working-with-product-bundles

  6. Ability to change prices on product window without click the 3 dots option in the right side of quote builder

    1 vote

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    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information about Quote Builder, please click the link below!

    Add and set up quote builder.

  7. Ability to auto delegate any approvals or signatures to another user, for instance whilst I am on annual leave, rather than having to amend all template approval groups, role defaults in place for all templates.

    11 votes

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    1 comment  ·  Approvals  ·  Admin →
  8. I would like to indicate for the recipient how much they will save per year or quarterly, not only per month

    2 votes

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    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information about Quote Builder, please click the link below!

    Add and set up quote builder.

  9. I use mutiple pricing tables throughout my documents to generate packages for different services. I then use a final pricing terms sheet to highlight the sub totals for each package. Currently I can either select document total or pick a single pricing table total. What would be great is to sum different pricing table variables.

    7 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. Have the option to add radio buttons without having to label them.

    5 votes

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  11. document ellipsis option in the Home tab should be similar to the Document tab's, not just having a delete option but duplicate, rename, change status etc.

    2 votes

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  12. Map any edits made within a quote builder back to hubspot, amount and cost monthly properties

    2 votes

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    0 comments  ·  Automations  ·  Admin →
  13. Ability to generate invoices after the payment was made via Stripe payment gateway instead of creating the invoice manually

    20 votes

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  14. Option to to include dynamic months and years into auto-numbering. For example, if sequence name is 2309 in September, change it to 2310 in October or 2401 in January.

    3 votes

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  15. 4 votes

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    1 comment  ·  API  ·  Admin →
  16. 4 votes

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    • Will allow the sender to disable notification once the document got completed
    21 votes

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  17. Conditional rule can be set up on date field

    3 votes

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  18. Customer would like to limit the suggestion that the recipient can make when using the suggest edits feature

    2 votes

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    0 comments  ·  Other  ·  Admin →
  19. ability to adjust page numbering height that is shown in the PDF

    6 votes

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    0 comments  ·  Other  ·  Admin →