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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. EV2 Pricing table - Discount percentage shown in "%" and not in the actual amount.

    Get the discount column in a pricing table to be shown in "%" and not in the actual amount.

    145 votes

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    Released  ·  10 comments  ·  Admin →

  2. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

    144 votes

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    34 comments  ·  Other  ·  Admin →
    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  3. Salesforce true 2 way sync

    When a PandaDoc pricing table is updated Opportunity Products in Salesforce are updated automatically.

    140 votes

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    27 comments  ·  Integrations  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    We have great news – the feature you requested to update Opportunity Products in Salesforce when a PandaDoc pricing table is updated is already available. We've also released more improvements and 2-way sync capabilities. Here are some of them:

  4. Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs

    At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to manage the tag itself. So the feature request is to implement the ability to Delete/remove/edit/sort tag(s) from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs).

    139 votes

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    6 comments  ·  Documents & Data Management  ·  Admin →

  5. Ability to turn off specific notification emails sent to recipients.

    Ability to choose/turn off which email notifications the recipients/Signers will receive.

    139 votes

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    17 comments  ·  Sharing & Collaboration  ·  Admin →

  6. Fields move automatically with text blocks: link fields to blocks

    fields stay in place and move with content of text blocks

    139 votes

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    21 comments  ·  Usability Improvements  ·  Admin →

  7. The option to display the total in the pricing table excluding tax/discounts/fees

    The option to exclude the tax/discounts/fees in the pricing table total row - similarly to how subtotal works, but for the total value.

    137 votes

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    16 comments  ·  Quote Builder & Pricing table  ·  Admin →

  8. Payment reminders

    Possibility to send a payment reminder to the recipients in Editor 2.0

    136 votes

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    10 comments  ·  Sharing & Collaboration  ·  Admin →

  9. Personalized links: White-label document URL (recipient link) / Customize the links for documents

    So when I go to send a document and I click 'generate links' it gives me https://app.pandadoc.com/document/37..... is there a way I can make it look like it is coming from theraveagency.com/document/37... or something like that

    133 votes

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    20 comments  ·  Sharing & Collaboration  ·  Admin →

  10. Add up multiple pricing tables to create a summary table

    The ability to have a pricing table that is a summary of the final costs. The table will show the total of all the selections made in other tables in the document.

    133 votes

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    14 comments  ·  Quote Builder & Pricing table  ·  Admin →

  11. Quickbooks ACH

    Be able to use ACH payments with Quickbooks payment gateway

    133 votes

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    8 comments  ·  Quote to Cash  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  12. Set Variable formatting passed from CRM (commas in variables)

    Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.

    132 votes

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    16 comments  ·  Fillable Fields & Variables  ·  Admin →
    On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

  13. 21 CFR Part 11 Compliance

    21 CFR Part 11 Compliance

    131 votes

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    14 comments  ·  Security & Compliance  ·  Admin →

  14. choose specific time of day for document expiration

    choose specific time of day for document expiration

    129 votes

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    26 comments  ·  Documents & Data Management  ·  Admin →
    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  15. [Bulk actions] Upload multiple documents at the same time

    CX would like to upload multiple documents/templates at the same in, upon creation of document/template

    128 votes

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    13 comments  ·  Documents & Data Management  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature has been released. Please see this link for more information: Bulk import documents to PandaDoc.

    Have a wonderful day!

  16. Convert a form to a template

    Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?

    127 votes

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    6 comments  ·  Forms  ·  Admin →
    Solution Exists  ·  Valeryia Baranava responded

    Hello,

    Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result: 

    - Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)

    - When clicking 'Create form', choose the desired template

    Please use this Help Center article for additional reference.

    We hope these resources can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  17. Arabic / Hebrew localization: right-to-left writing

    right-to-left writing

    123 votes

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    14 comments  ·  Localization  ·  Admin →

  18. Add a Page Break inside a Pricing Table (available in PandaDoc CPQ)

    The ability to place a page break block inside of a pricing table. This way, long pricing tables can be split up on multiple pages without needing to create separate tables.

    123 votes

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    23 comments  ·  Content Editing & Design  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. We have implemented a new pricing table header setting that allows you to repeat the header on every page and improves the PDF behaviour for multi-page pricing tables within PandaDoc.

    For more information, please click the link below!

    Add a Page Break inside a Pricing Table (available in PandaDoc CPQ)

  19. [Fields] change the formatting for fields

    Add ability to change the formatting for fields:
    - aligning
    - text font
    - text color

    122 votes

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    13 comments  ·  Fillable Fields & Variables  ·  Admin →

  20. Sync payment app total with the total in pricing table (EV2)

    Currently, we do not sn option to sync the total amount on pricing table (if optional is enabled so customer could choose what to purchase) to the payment app (so that is what they would pay). Customer would like this to be automated instead of their clients manually putting the total ammount on the payment app,

    122 votes

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    6 comments  ·  Integrations  ·  Admin →
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