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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2993 results found

  1. Send documents to slack channels

    Proposals to Slack

    5 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. Allow for bank transfer in other currencies/bank accounts

    4 votes

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    0 comments  ·  Localization  ·  Admin →
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  3. copy and paste the tables and pricing tables from PandaDoc to a word/excel files

    copy and paste the tables and pricing tables from PandaDoc to a word/excel files without downloading the PandaDoc document as a word file.

    9 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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!

  4. Sync changes in variable names (Monday to PandaDoc)

    Instead of re-copy and pasting the variable whenever you make some changes like renaming, it's better if they could be synced so no need to copy and paste again.

    4 votes

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    0 comments  ·  Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  5. Sorting of Dropdown box selection (e.g. in alphabetical order)

    4 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  6. Disable bundling feature

    Option to disable bundling feature

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. The Signing order should be set on Bundling feature.

    Signing order should be set on the document level when it is created from the templates with the Bundling feature. I do notice that our templates are set to "set signing order" but that is not captured when bundling.

    10 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  8. Create a document with a filled signature field via API: pre-sign a document/template via api

    5 votes

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    0 comments  ·  API  ·  Admin →
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  9. Affirm or AfterPay

    Native integration to similar apps for Affirm or AfterPay Payment Gateway

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. Use pricing table merge rules with public API

    I have the following template : https://app.pandadoc.com/a/#/templates/... , that is used to build document populated via make/integromat API. (picture 1). Many merging rules are set up ointo this pricing tab in order to place the items in the proper section. B ut when the document is created, none of these items are placed in the proper section. They all grouped under a no section (picture 1). I wonder what I'm doing wrong and what I sahould do to get this solved. Thanks

    1 vote

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    0 comments  ·  API  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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!

  11. See changes made to a document/template in version history

    Highlight the changes made to a document/template in the version history

    26 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. convert numbers to words

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  13. transfer product catalog from one account to another

    transfer product catalog from one account to another

    https://pandadoc.zendesk.com/agent/tickets/405331

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Smart content: be able to pull CLI background image

    If:
    -Template theme doesn't have a background image
    -Page of the template where conditional smart content block is placed doesn't have a backround image

    Then
    -Be able to pull the background image of the CLI for the page in the resulting document

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Smart content - automatically remove blank page when smart content is not triggered and inserted

    15 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  16. Option to switch off "User joined workspace" notification for Admin users

    Option to switch off "User joined workspace" notification for Admin users

    26 votes

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    1 comment  ·  Other  ·  Admin →
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  17. increase document list results

    The doc says the Default is 50 and Max is 100. We need more results during the document list API call

    2 votes

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    0 comments  ·  API  ·  Admin →
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  18. Attachment on email body: use attachments in saved messages

    Can I add an attachment to that message while in the PandaDocs environment?

    (email body before sending document via email)

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Expand the properties of fields available to the API: make fields required / non-required via API

    Allow setting of required/not-required or assign owner of a field on document create.

    13 votes

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    0 comments  ·  API  ·  Admin →
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  20. smart content in header

    be able to add smart content into the document header

    11 votes

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    1 comment  ·  Other  ·  Admin →
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