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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6452 results found

  1. authorization (access code) to be added on a template level

    2 votes

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  2. Ability to set a default value of a space for custom variables?

    2 votes

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  3. 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.

    2 votes

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  4. 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.

    2 votes

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  5. Adding multiple Images on a placeholder.

    2 votes

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  6. Ability to embed a 3D model.

    2 votes

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  7. 2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  8. 2 votes

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  9. Integration with Dynamics 365 Jobs

    2 votes

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  10. to have a synchronization for our documents within separate folders optimally. What I mean is, create folders within the "Documents" Tab in PandaDoc and synchronize each one of them into separate Dropbox folders

    2 votes

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  11. Can we enable support for adding the Receipt email address via API to existing documents because the same functionality is doable via User Interface

    2 votes

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    1 comment  ·  API  ·  Admin →
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  12. Once a payment is received in Stripe -- send client info to PandaDoc and create/send the contract to the client automatically.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  13. Currently in Zapier and in the API documentation it says you can find documents via Sequence Numbers, but this is not the case. It would be incredibly useful to GET documents via API with a unique identifier such as Sequence Numbers. This way we can make a connection between Apps to find PandaDoc documents and associate them to other apps via automations.

    2 votes

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    2 comments  ·  API  ·  Admin →
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  14. When a signer is assigned fields in a document, in the recipients list that recipient changes from the grey 'CC' to a red 'Signer'. Looking for the ability to change the color and use multiple colors there.

    2 votes

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  15. 2 votes

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  16. see all the comments where you were tagged in one place (it can be included in reporting, for instance).

    2 votes

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  17. 2 votes

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  18. 2 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. 2 votes

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    • due to API would like to schedule wants to control when to publish live update to environment loan contracts are going out throughout the day. would like to stage changes to templates to publish live at "x" time. Risk to be halfway through change and a contract is sent out (or mistake) can be sent out at the time of edit.
    2 votes

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