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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6299 results found

  1. Pass payment information (CC details) to the customer record in Quickbooks once the payment is made.

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  2. Ability to set up a condition which hides empty pricing table columns.

    3 votes

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  3. audit trail link or option within the signature field - before or after the recipient signs the field

    3 votes

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  4. 3 votes

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  5. Similar to reporting of Forms responses in exportable format, can we also report on variable fields for Documents generated from a Template?

    3 votes

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  6. Suggest edits on the Template level

    3 votes

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  7. total value added to this endpoint to reduce API calls

    3 votes

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    1 comment  ·  API  ·  Admin →
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  8. The option to make a copy of the whole folder when sharing a folder with another workspace.

    3 votes

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  9. Create a group of content added to one folder in the content library and select in to the Smart content

    https://pandadoc.zendesk.com/agent/tickets/517607

    3 votes

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  10. Ability to turn off or hide the suggested items in pricing table to avoid blocking the view while typing

    3 votes

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  11. We have this license number we have from DPS, its on all the docs we have and it needs to be updated

    3 votes

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  12. add a formula to add up a row in a table (not pricing table) - similar to what you can do in word. Just have Item/description/amount in a row and then add up the amount column

    3 votes

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  13. To export the contact info for all contacts that have been sent a document to sign but have not signed.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  14. Our team works with complex documents consisting of multiple sections. The ability to display the Table of Contents on the left side navigation while the document is being built/edited would be extremely helpful. I understand how to turn that on for display when viewing the completed document, but is there a way to have this function during document creation?

    3 votes

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  15. Ability to pass the recurring payments of SalesForce Products to PandaDoc Quotes.

    3 votes

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  16. 3 votes

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    0 comments  ·  API  ·  Admin →
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  17. Qwilr integration

    3 votes

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  18. 3 votes

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    1 comment  ·  API  ·  Admin →
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  19. filter out manually completed documents from the GET documents API call?

    3 votes

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    1 comment  ·  API  ·  Admin →
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  20. 3 votes

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    0 comments  ·  Other  ·  Admin →
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