Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Add pricing items to the summary in Stripe receipt. For example, if PandaDoc pricing table has 2 items and VAT in the pricing table, this info should be reflected in the Stripe receipt

    1 vote

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  2. 1 vote

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  3. to set up the UTM parameter in PandaDoc and get it visualized through our analytics.

    https://pandadoc.zendesk.com/agent/tickets/389879

    1 vote

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  4. Option to create documents in page layout view instead of one long doc: Pandadoc seems to favour creating one long doc, like a webpage - I know you can add page breaks but it would be good to just have the option to work in a page layout view, like you would in google docs or something - the 'add page break' feature is a bit annoying, if I only intend to create a proposal or contract as a PDF, why not let me design it as such with pre-payout out pages.

    Thanks

    1 vote

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  5. I want to give some options for my products and services in the form and once the user submits the form, I expect to move the data in a pricing table

    1 vote

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  6. Option to sync Deal amount to Document value with out the use of pricing table

    1 vote

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  7. 1 vote

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    0 comments  ·  Other  ·  Admin →

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  8. Ability to see the width of a given box and than adjust the others until they are the same width

    1 vote

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  9. once the document is completed and the recipient receive a signed pdf copy,
    I want the system to automatically add "signed" to the doc file name

    1 vote

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  10. 1 vote

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  11. 1 vote

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  12. provide content library item id, name and other properties when pulling template details from GET request.
    in content placeholders section?

    "content_placeholders": [
        {
            "uuid": "",
            "block_id": "Content Placehoder 1",
            "description": ""
        },
    

    {
    "uuid": "",
    "blockid": "Content Placehoder 1",
    "description": ""
    },
    {
    "uuid": "",
    "block
    id": "Content Placehoder 1",
    "description": ""
    }
    ],

    1 vote

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  13. 1 vote

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  14. 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

    1 vote

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  15. Similar to how we have the collect files field -- could there be an option for a field where the user can put a file there for the client to download outside of the attachments feature we already have.

    1 vote

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  16. : similar to how field mapping works on the CRM/API. You could set up catalog field mapping, create custom columns and allocate the data from catalog to populate those columns

    1 vote

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  17. 1 vote

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  18. 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

    1 vote

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  19. 1 vote

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  20. Just to report an issue i came across this morning, your email input on forms doesn't like apostrophes in the email. I tried to enter this email address (key data removed) and it didn't let me: Kerry.O'Sullivan@***.com

    1 vote

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    0 comments  ·  Forms  ·  Admin →

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