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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7438 results found

  1. 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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  2. Option to change the document status to Draft via API

    6 votes

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    2 comments  ·  API  ·  Admin →
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  3. 3 votes

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

    3 votes

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

    22 votes

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  7. 1 vote

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  8. Ability to edit Pricing table footer via API.

    1 vote

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

    6 votes

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  10. 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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  11. Being able to use Quote Builder with Transfer Data functionality.

    16 votes

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  12. 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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  13. Add the ability to select multiple content blocks to move, delete, copy/paste them in one go

    26 votes

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  14. 1 vote

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  15. 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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  16. 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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  17. remove/turn off the "most recently used" templates option in Pipedrive

    3 votes

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  18. To have the possibility to select two or more columns in a table and distribute to make them the same size.

    2 votes

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  19. Need a way to build a report to see all Content Library items used over given time for ALL Workspaces at once.

    1 vote

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  20. Change document value via Zapier

    1 vote

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