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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6788 results found

  1. Turn off by default the deleted documents in the reporting feature

    Turn off by default the deleted documents in the reporting feature
    ( Include deleted documents in figures)
    https://pandadoc.zendesk.com/agent/tickets/479117

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. Create another Role like the Manager without the ability to add new users.

    We need users to be able to look at all docs. within the workspace, but we need governance around new users.

    1 vote

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  3. Option to show the paid amount on the completed document

    • On the PDf of the completed document the paid amount will show up.
    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. Ruby SDK

    Official Ruby SDK for PandaDoc

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  5. Ability to leave comments on a document and respond to comments via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  6. Option to view details of when emails was sent with copies of fully signed documents (Audit Trail)

    Option to view details of when emails was sent with copies of fully signed documents

    • Will allow the user to view the details of when emails was sent with copies of fully signed documents on the Audit trail.
    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  7. [Templates] Converting document to template with the comments that were made on document.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  8. Duplicate document from dashboard

    Would like to have the ability to duplicate a document while in the dashboard view. Currently, you can only Delete it in this view.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. download the files added to collect files field via API

    download the files added to collect field via API

    https://pandadoc.zendesk.com/agent/tickets/476273

    1 vote

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    0 comments  ·  API  ·  Admin →
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  10. Invoices with built in due dates, amounts due, and reminders

    The ability to send an invoice with amounts due and when. For instance, we require a 50% deposit 3 days after the contract is signed and then the final payment is due 48 hours before delivery. We should be able to build these dates and amounts due into the invoice and reminders should be automated as well as the ability to make the payments automatically.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  11. Security: Admin will receive a notification if a member logs in outside the office

    1 vote

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    0 comments  ·  Security & Compliance  ·  Admin →
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  12. When a document with a Smart content block is converted to a template, the smart content block should be converted as well

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. Add multiple images for each item in Quote Builder at the same time

    Add multiple images for each item in Quote Builder at the same time

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  14. Use Product Catalog custom field (i.e. Manufacturer) as filter or search criteria when adding product catalog items to a pricing table

    Ability to filter by custom field when add products to the pricing table

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  15. Show documents created via Zapier in Monday.com

    Option to show documents that are submitted automatically with Zapier in the PandaDoc module in Monday.com board.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. Prompt the sender to complete all required fields before sending the document

    Prompt for document sender to complete required fields assigned to them before sending the document (similarly to the unfilled variables pop-up)

    1 vote

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  17. Date of Deletion: Be able to see the date when a document was moved to Trash.

    Be able to see the date when a document was moved to Trash.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Automation for version History

    • Will allow the user to have automation on version history
    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Ability to set the default document listing in Dashboard, Waiting for others section so there's no need to change the documents are listed.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Create a deal/contact in Hubspot when a document is sent

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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