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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6888 results found

  1. Option to pull value with currency symbol from CRM into the text column in the pricing table (so the value is not calculated)

    1 vote

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  2. Set image block constraints so that any image autofills the block rather than the block increases in size to accommodate image.

    We would like to create templates where there are two, three or more image blocks on a page and when images are dropped in the block stays that size.

    1 vote

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  3. I was wondering if I could create a document and not send it to all the parties? I have created a template with variables for Clinic, Sonographer and Recruiter. I want to be able to send it out so only the recruiter and sonographer can see it, sign it and return it. is that possible? Ideally i want to use the contact details for the clinic but not include them in the email trails / let them view the documents.

    1 vote

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  4. Option for the recipient to select a volume, for example, from 51 to 100, instead of selecting and putting the quantity manually

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  5. 1 vote

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  6. Ability to edit Pricing table footer via API.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  7. We have, from time to time, cases where larger customers have their own SRM tool and want to send us purchasing orders instead of signing our quotes in PandaDoc.

    Can we create an incoming mail address to which they can send these documents so that we have them directly stored in PandaDoc? We would like to use PandaDoc as our default tool to store (legal) documents.

    1 vote

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  8. Useful when uploading copies of documents created outside of PandaDoc to include when generating reports.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. 1 vote

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  10. Add two discounts to the pricing table, one to the price, the second one for the subtotal for each product

    1 vote

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  11. To have the possibility to select two or more columns in a table and distribute to make them the same size.

    1 vote

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  12. Need a way to build a report to see all Content Library items used over given time for ALL Workspaces at once.

    1 vote

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  13. Change document value via Zapier

    1 vote

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  14. We send about 200 quotes out a month and REALLY want the recipient to be able to adjust quantities. Right now we manually have to set this on every one of these quotes. If I could set that as a feature in the template it would make our life much easier!

    1 vote

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  15. Rooms - add documents from all workspaces or ability to switch workspaces within a room to import a document from another workspace into the active workspace

    1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  16. https://drive.google.com/file/d/1p6-IFYc2Vu7bQGN12wdZzTfoXdKC7RPq/view?usp=drivesdk

    It would benefit to multi select several documents at the same time for a specific task.

    1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  17. Option to pass values from HubSpot custom fields that are not displayed in the "About this deal" section of the deal

    1 vote

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  18. 1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  19. The ability to receive a prompt message first before it deletes the entire content or table.

    1 vote

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  20. Ability to upload more than 10 files to Attachments

    1 vote

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