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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6795 results found

  1. Allow admins to change the organization's other users' emails, names, and passwords from Settings > Team.

    16 votes

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  2. Customer wants to pre-select template to an oppurtunity so she doesn't need to select the template many times to create a document from an Oppurtunity in Salesforce

    16 votes

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  3. Placeholder for checkbox field.

    16 votes

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  4. Ability to use the hubspot mobile app with PandaDoc

    16 votes

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  5. After Downloading the Document as PDF, There's still fields that recipients can input details.

    15 votes

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    1 comment  ·  Other  ·  Admin →
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  6. Add Image Library into the banner side with the rest of the options (templates, documents, forms, content library, etc).

    Enable full access for users to edit and recreate image library however they like.

    15 votes

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  7. Share a single document link with all recipients, rather than creating a unique link for each user.

    15 votes

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  8. Ability to edit spacing in quote builder (Design)

    15 votes

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  9. Group different content blocks together to drag and move them around easily. For example, if you have a half-page layout that you want to duplicate and move to another page while keeping the current margins, spacing, order, formatting, etc., you can group the content pieces together then duplicate and drag the entire block to a new location.

    15 votes

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  10. Import Contacts using CSV file directly to Pandadoc

    15 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  11. The customer is using conditional fields and they would like to have the option 'Hide these fields' when they create a conditional rule.

    At the moment we have the following parameters:
    When Checkbox1 is checked
    Then 'Show these fields'

    However, the customer would like to have another option - 'Hide these fields'.

    15 votes

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  12. 15 votes

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  13. 15 votes

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  14. possibility to integrate Wise (payment method) to Pandadoc

    15 votes

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  15. 15 votes

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  16. It's possible to generate pricing tables via API which in turn set the document value, but in our use case, they're not utilized 100% of the time. In these instances, it would be helpful to set the document value directly via API.
    {
    ...
    document_value: 123456,
    ...
    }

    15 votes

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  17. A panel where customers can see which documents were deleted, and by whom and when.

    15 votes

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  18. Goal is to have payment enabled to document. We are using the "Create Document from PDF" (https://developers.pandadoc.com/reference/new-document#create-document-from-pdf) approach as we already have well-designed documents ready to send. The limitation with this approach is that we are unable to enable payment or set custom payment amount through API. This is the only limitation that makes our business process incomplete.

    We can set custom payment to document from PandaDoc site but not through public API.

    15 votes

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    2 comments  ·  Payments  ·  Admin →
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  19. Option for column totals in the pricing table

    15 votes

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  20. Auto-update table of content before the document gets sent out

    15 votes

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