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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6102 results found

  1. Tie Approvals to Content Library Items

    I would like the option for a particular content library item to require approval on the documents where it is placed. My firm could use this with our Bio page library items, so for example if Joe Smith's bio gets added to a document, Joe Smith's approval becomes part of the workflow. I would imagine this functionality could have many other use cases.

    5 votes

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    0 comments  ·  Approvals  ·  Admin →
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  2. Ability to set document value to pricing table subtotal

    I would like the ability to set the document value to the subtotal of a pricing table, so I am looking at the true value excluding taxes

    5 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Option to set the Pricing Table Optional item as a default setting for workspace

    Option to set the P.Table Optional item as a default

    5 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Shorten URL Link

    We have noticed when some of our sales team sends the Panda link in their outlook email, it gets blocked by other companies. I think it may be because the link is so long with lots of characters. Not sure if there is an option for a shortened link.

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  5. Move user(s) between workspaces

    Be able to move a user from workspace A to workspace B (at the moment you have to delete a user from workspace A and add a user to workspace B)

    5 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. translate products in pricing table to another languages

    translate products in pricing table to another languages

    5 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Add a Heading on the Pricing Table (and use it in the Table Of Contents)

    Ability to add a heading in the pricing table

    5 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  8. Document Payment date variable

    a variable that autopopulates when the document was paid

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. An ability to add decimals in the "Numbers only" text field

    An ability to add decimals in the "Numbers only" text field

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  10. comments feature for uploaded documents

    comments feature for uploaded documents

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Automate.io

    Introduce native automate.io integration

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Localization issues ( Europe )

    language issues (date, position of the € sign).

    5 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  13. API

    No Open API on the customer side

    5 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  14. Quick view for pending documents needs to sign

    Quick view for pending documents needs to sign

    5 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  15. ability to add multiple choice option to sections, so that recipient could choose between sections

    ability to add multiple choice option to sections, so that recipient could choose between sections

    5 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  AdminAnastasia Koshko (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    • https://support.pandadoc.com/hc/en-us/articles/9742210042903-Quote-builder-block-Enabling-recipient-options

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

  16. Automatically include Stripe fee as a column in the pricing table. 3.75% out of payment amount for credit card payments and 15$ for wire tr

    5 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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  17. Add a dynamic date field to put on templates

    • Be sure to not have to change the date manually before generating a document via a template.
    5 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Download Trail

    A feature to track the users who have downloaded the files in the workspace

    5 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Collaborative Version History: if someone made a revision on a template

    An updated version of the version history where it shows all the users who made changes in a file.

    5 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  20. [Hubspot] Create a document from a predefined object in Hubspot only

    A customer wants to decide in which object their sales team is able to create documents.

    5 votes

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    Idea  ·  2 comments  ·  Integrations - HubSpot  ·  Admin →
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