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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7070 results found

  1. Categorize Saved Messages

    Allow saved messages to be categorized, to make it easier to locate the message you are looking for to use as a template, rather than having to scroll through the entire list.

    1 vote
    0 comments  ·  Usability Improvements  ·  Admin →
    How important is this to you?

  2. Ability through API to toggle on/off the payment gateway for a document

    Instead of having to use 2 templates it would be nice to have the option through API to toggle on/off the payment gateway.

    1 vote
    0 comments  ·  API  ·  Admin →
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  3. Contract Repository: Fill in data field values for templates/documents in bulk.

    Have the option to fill in data field values for templates/documents in bulk instead of one at a time.

    1 vote
    0 comments  ·  Documents & Data Management  ·  Admin →
    How important is this to you?

  4. Add and remove line items in Pipedrive whenever a document status changed

    Add and remove line items in Pipedrive whenever a document status changed

    1 vote
    0 comments  ·  Automations  ·  Admin →
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  5. Mandatory Completion of Smart Block

    It would be great if there was a way to make drop down boxes and smart/conditional content blocks mandatory to complete i.e. if there is a box the user must give an answer/complete the box/not bypass it. As far as I can see it is only variables that are mandatory/flagged as not being completed?

    1 vote
    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Form csv download filtered range of dates

    Please provide an option to filter by a range of dates to download completed form data in a csv file.

    With over 8,200 form submissions in one of our forms, it takes FOREVER to download the csv file. We need the data in this format. The operation often fails, and we have to try it again and again. :(

    If we could have the option to limit the data to download to a narrower window (i.e. the last 1 or 3 months), it should reduce the processing time. Right now, the download csv for form data is nearly unusable.

    Thank…

    1 vote
    0 comments  ·  Forms  ·  Admin →
    How important is this to you?

  7. Content transfer option within the user delete dialog

    When deleting a user there should be an option within the delete confirmation screen that lets you choose a new owner for their content. (a simple field to fill in an email and a checkbox confirmation).

    Currently, the only option for this is in a separate dialog (within the teams and seats section) and there's no reminder when deleting a user that they own existing content.

    1 vote
    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. Custom role: User cannot edit a sent document

    Once a document is sent, we don't want users to have the ability to accidentally hit edit since the 'share link' option is right above it. Adding this to the custom role abilities would bypass this.

    1 vote
    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Ability to submit a support ticket in the mobile app

    1 vote
    0 comments  ·  Mobile  ·  Admin →
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  10. Currency: UF currency option for Chile

    The Uidad de fomento currency is called UF. CLF is not an alternative. PandaDoc only shows CLF which is not the same. All contracts in Chile are made in UF. Could you please include this alternative?

    1 vote
    0 comments  ·  Documents & Data Management  ·  Admin →
    How important is this to you?

  11. HubSpot: Quote and Pricing Table: Custom Product Order

    We are wondering if it's possible to have the Line Items from HubSpot populate our PandaDoc Quotation in our specified order. We have a standardised system and are using category conditional logic where we input items into corresponding categories, but we would like to have a bit more flexibility in terms of specifying an order of those line items in our pricing table because as of now it's transferring those items in a random order.

    1 vote
    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  12. Workspace Default Enhancements for Forms and Other Documents

    We now have a Workspace default which is nice to have but it would be better if the Workspace Default could work as a Default in the Workspace.

    1. In forms - If you create a form without the "Attach PDF" enabled, once the form is created and even after enabling the "Attach PDF " in Workspace default. There will never be a PDF attached solely because the form was created without the option being enabled.
    2. If the Option "Attach PDF " is enabled and a form is created, even after the client disables the option in Workspace Default. There will…
    1 vote
    0 comments  ·  Documents & Data Management  ·  Admin →
    How important is this to you?

  13. Scheduled Fields

    Add a condition or schedule to when the fields need to be completed.

    ''I have a page that has two signature and date blocks. One is to be signed and dated before project started. The 2nd to be signed and dated after project completion. ''

    1 vote
    0 comments  ·  Fillable Fields & Variables  ·  Admin →
    How important is this to you?

  14. Strikethrough amounts on pricing table.

    Have the ability to strikethrough an amount on the pricing table and and show it go to 0, (Waiving fee)

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  15. Background Images Docx Import/Export

    Support background image when importing/exporting docx files.

    1 vote
    0 comments  ·  Other  ·  Admin →
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  16. Installments: request a second payment after a period of time

    At the moment you can only request the second payment on split payments after a period of time. We don't necessarily know when the payment is due as it's due on job completion. Could this be added as a manual trigger where we can request the payment to the customer?

    1 vote
    0 comments  ·  Quote to Cash  ·  Admin →
    How important is this to you?

  17. EU data residency with Pipedrive

    Allow an integration with Pipedrive if the data is stored on EU servers

    1 vote
    0 comments  ·  Localization  ·  Admin →
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  18. Create Gmail email with PDF once status is changed to "Sent"

    My clients like to get a PDF of the document to share. The PandaDoc link is great for execution, but with proposals they like to send it around to others to look at and markup for negotiations. It would be great if I could "send" it then an email automatically pops up in Gmail to send them with my signature.

    1 vote
    0 comments  ·  Automations  ·  Admin →
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  19. [Workflows] Add dynamic content in the email message body

    Able to add dynamic content from previous steps in the workflow builder such as first name and last name of the recipient from CRM, Form or Quote.

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  20. Duplicate document via API

    Duplicate document via API :

    POST /public/v1/documents/duplicate/{id}

    Response could be the same as the Create Document from Template

    1 vote
    1 comment  ·  API  ·  Admin →
    How important is this to you?
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