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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7104 results found

  1. The ability to show the customer a payment amount that is less than 100%.

    When the customer is making a down-payment (less than 100% of the pricing table total) -- show this in the pricing table (somewhere near the total)

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Move "replace source file" to design section

    3 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  3. Update/Replace sent document (source file) without editing a sent document.

    when customer printed and manually signed the document. An option to replace the sent document by uploading the signed printed copy.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. SMS Verification for Bundles

    Be able to add SMS verification to bundled documents.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. change column name in csv when importing products into pandadoc catalog

    change column name in csv when importing products into pandadoc catalog

    3 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Ability to adjust the size of all fields (checkboxes) at the same time

    Allow users to adjust the size of a checkbox or any type of field in one go.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. connect 2 PandaDoc accounts to Pipedrive at the same time

    connect 2 PandaDoc accounts to Pipedrive at the same time

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  8. [Reporting] Export in CSV file draft documents, include Draft document into the reporting

    export in CSV file draft documents

    https://pandadoc.zendesk.com/agent/tickets/389940

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. pull content library items

    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": ""
    }
    ],

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. Lock down restrict editing of the Document Title

    Ability to lock down or restrict editing on Document Title

    3 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  11. flag/alert/notification for when a discount is applied in a document

    flag/alert/notification for when a discount is applied in a document
    ex. salesperson is approving documents without reviewing the discounts applied.

    3 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  12. Change color of check mark on pricing table

    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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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Display revenue on completed documents in Reporting.

    Need to have an ability to display revenue on completed documents per month or other specified period in Reporting.

    3 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  14. Line numbers: automated line numbers generated along the left margin of the document as in MS Word

    to have automated line numbers generated along the left margin of the document as in MS Word https://support.microsoft.com/en-au/office/add-or-remove-line-numbers-b67cd35e-422c-42eb-adc9-256ca9802e22

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  15. ability to lock the permission to change description to the products for users in catalog

    ability to lock the permission to change description to the products for users in catalog

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Pass custom fields from Hubspot via product mapping

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  17. When a document is complete (wet signature) would like to upload multiple docs when changing the status

    When a document is complete (wet signature) would like to upload multiple docs/pdfs when changing the status

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Forwarding two signatures to different signatories

    An ability to forward only one out of two signatures when 2 signatures are required on behalf of one part and only one signatory name is known.

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  19. Be able to insert a catalog item into a specific column

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Search for page numbers in page reordering menu

    Search for page numbers in page reordering menu

    3 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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