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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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4047 results found

  1. ability to add two or more tokens to one merge field

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

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  2. Ability to have multiplier applied to product price column

    Ability to apply the multiplier to the product price column in the pricing table. This would allow for CPI and inflation increases without having to update the whole catalog. The total would then be calculated as
    MULTIPLIER (hidden column) x PRICE = PRICExMULTIPLIER (which becomes the new PRICE column). Then NEW PRICE x QUANTITY = TOTAL
    Hiding the multiplier column means that the customer will see the price + inflation without the whole catalog having to be updated.

    1 vote

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    0 comments  ·  CPQ — Pricing Table & Catalog  ·  Admin →

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  3. Notification when the document draft is created

    Notification when the new document draft is created from the template

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

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  4. Integration with Workwave

    Integration with Wokrwave and ability to use Collect card details field with this integration

    1 vote

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    0 comments  ·  API & Integrations  ·  Admin →

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  5. disable SSO login page option

    disable SSO login page

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

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  6. Group for View Only access

    a view only license that could be assigned to a group of people so that they see the latest version of a document that will change several times before completion.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

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  7. search/filter/manage documents by SKU

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

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  8. Add hyperlink into email footer

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

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  9. Pipedrive: document report

    it would be good to run a report so deals that have Pandadoc and Pipedrive values that do not match coming up

    1 vote

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    0 comments  ·  API & Integrations  ·  Admin →

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  10. Ability to auto save pdf in SFDC from expired status

    1 vote

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    0 comments  ·  API & Integrations  ·  Admin →

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  11. Allow pre assigned roles to be populated when pressing skip when creating a document

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →

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  12. API endpoint to send out documents via email

    It would be helpful to be able to trigger the send of an email with a document attached via api. A lot of processes happen outside of PandaDoc that may trigger the automatic send of a document, but right now there is no way to seamlessly connect systems in this way.
    Another plus would be to fetch a document link via api, so users could populate that link in external tools or their own email services.

    1 vote

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    0 comments  ·  API & Integrations  ·  Admin →

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  13. See the Document Record for all workspaces in Salesforce

    Would like to see the metadata record that is created in Salesforce work for all of our workspaces. As it is, we only see them for one of our workspaces.

    1 vote

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    0 comments  ·  API & Integrations  ·  Admin →

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  14. Mask Signature field value

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

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  15. Round document value/document.value variable

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

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  16. add a subject field in the zapier connection

    add a subject field in the zapier connection to have an ability to Ability to change subject message sending a document via zapier

    1 vote

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    0 comments  ·  API & Integrations  ·  Admin →

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  17. Edit size of image when added to table

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →

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  18. To have an ablity to disconnect pandadoc documents created in Hubspot Contact

    1 vote

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    0 comments  ·  API & Integrations  ·  Admin →

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  19. Include or exclude content depending upon SFDC fields

    Ability to pull language in and keep language out depending on how certain fields in Salesforce are populated.

    1 vote

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    0 comments  ·  API & Integrations  ·  Admin →

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  20. Zomi Localization

    1 vote

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    0 comments  ·  Localization  ·  Admin →

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