Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 1 vote

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  3. support Payment block to carry over roles in API. For example, when the document is in awaiting for payment status, the send payment reminder settings in EV1 document is not available when the document is created via API even though the role who will pay is checked in the template level.

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
  4. The option to put a note in the pricing table without pricing, tax, etc (so only the note appears on the left as an item name and all other columns were blank).

    The option to change the color of the numbers in the price column.

    1 vote

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  5. Put a tickbox into different columns (in pricing table) - not only to the first one (with the name).

    1 vote

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  6. Send document via text.

    1 vote

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  7. 1 vote

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  8. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  9. The option to unlink and relink documents from all the SF objects.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  10. The option to put text into the subtotal column.

    1 vote

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  11. Render PDFs of complicated structure in the proper way.

    1 vote

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  12. Salesforce integration - Would like to deactivate the "create document" button in the iframe until the opportunity is approved in salesforce (not closed won). Once opp is approved, then the document creator has access to create and send the Pandadoc. Alternatively, allow document creation but restrict sending until opp is approved in salesforce. Customer does not want the document to be sent out at all (even internally) unless opp is approved first.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  13. 1 vote

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  14. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  15. While sending the document via API, it there a way to format the message? or is there a way to use a saved message? Currently we are not able to format it like adding newlines and as a result the email comes out to be a large blob of text.

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
  16. Improve the web application version for smartphones and tablets: so it is easier to move blocks/fields and resize them (in particular).

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
  17. 1 vote

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  18. Search in app for doucment or template via the ID

    1 vote

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  19. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  20. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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