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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2993 results found

  1. I'm trying to put in tiered pricing but it will not let me delete the last line with the infinity. I don't want a to infinity option

    2 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

    This way, you can set the maximum quantity your customers can set for an item on the quote-by-quote basis.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  2. attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")

    now they are attached as separate files

    14 votes

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  3. 1 vote

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  4. Add the Templates > 'Shared with me' folder to the mobile app. As many of the master templates for an enterprise are shared from another folder, it makes sense to be able to access these from the app.

    9 votes

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    0 comments  ·  Mobile  ·  Admin →
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  5. Doc 2 doc for multiple pricing tables

    1 vote

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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!

  6. When the pricing tables are added via Smart content, set up automatically which table will be the source for the payment.

    2 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!

  7. enable/disable notifications setting via PandaDoc Mobile App

    13 votes

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    1 comment  ·  Mobile  ·  Admin →
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  8. Be able to change the color that the check mark on a pricing table is when downloaded. Currently, it downloaded grayed out, which is difficult to see when printed.

    3 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!

  9. 4 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. 2 votes

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  11. version history ability to print changed versions within PandaDoc UI
    Provided workaround to print from webpage and change the size of the document.

    8 votes

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  12. To set up a default value in the field

    3 votes

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  13. show cost and profit margin per line item even when the document is sent/completed

    12 votes

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  14. 4 votes

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    0 comments  ·  Automations  ·  Admin →
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  15. One should have the option to reorder columns of the summary part of the pricing table, not just the pricing table itself, but the summary table which consists of two columns, we should be able to reorder them as for RTL languages the text should appear on the right whereas the numbers should appear on the left.

    8 votes

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    1 comment  ·  Localization  ·  Admin →
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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!

  16. Do something like a bulk send, where instead of sending I just get links to the documents I've created with my merge fields.

    10 votes

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    1 comment  ·  Other  ·  Admin →
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  17. 9 votes

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  18. The ability to set up a maximum limit for discounts in the pricing table.

    2 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!

  19. Option using zapier to update catalog items

    • this will allow the user to update the items in the Catalog via zapier from CRMs [Hubspot/Pipedrive/Xero/ETC]
    5 votes

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  20. Add the possibility to see clearly the validity of a signed document. This not mentioned now. And... being able to customize the validity of a signed document, into for instance 1 week or 1 month

    2 votes

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