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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5383 results found

  1. not to be abled to fill the field if the data does not match with other field

    https://pandadoc.zendesk.com/agent/tickets/583678

    1 vote

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    • will allow the user to exceed the 10000 limit
    4 votes

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  2. Customer would like to have the choice to conceal the cents in the document value variable.

    1 vote

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  3. Last year the feature was enabled (in response to this idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40261645-template-to-doc-folder) to create an automation that moves a document to a certain folder once it has been either sent or completed. This is exactly the feature I want, only I'd want it to be triggered from the document's point of creation. We have multiple different templates, and currently all documents created from them get placed into the same folder and need to be manually sorted. Letting us choose which folders documents created from different templates go to would be enormously helpful in keeping our documents organized.

    1 vote

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  4. Ability for Variables in Document Title will be supported in automations

    9 votes

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    0 comments  ·  Automations  ·  Admin →
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  5. Improve the presentation mode to go beyond a PowerPoint-style display. Enable the customer to view a document in presentation mode while allowing for edits to be made in the background.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Add payment app to sent/viewed documents

    6 votes

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  7. Ability to include postal address

    6 votes

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  8. The ability to have a table function that serves to show a pro-rated amount within a pricing table.

    5 votes

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  9. Ability to set a primary owner of a workspace different than the Account Owner

    11 votes

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  10. An option to see the log history to check if someone accessed the PandaDoc account from a different location/IP address.

    3 votes

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  11. Integrate with Fillquick

    3 votes

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  12. 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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  13. 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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  14. 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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  15. 2 votes

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

    12 votes

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    1 comment  ·  Other  ·  Admin →
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  17. The ability to bulk update the recurring column in quotes

    3 votes

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

    4 votes

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

    2 votes

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