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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Qwilr has a really nice calculator, like an ROI calculator built in, that makes the presentations look really good and show the benefits of our product right there. So, that was a nice get with them.
    https://qwilr.com/features/roi-calculator/

    1 vote

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  2. Option to search for product catalog items by category

    1 vote

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  3. 1 vote

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  4. When you undo something in a long document the change can happen off screen. It may be beneficial to jump to the change to see what the effect is of the undo.

    1 vote

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  5. When a recipient is filling out their e-mail address, they will inadvertently put a space at the beginning or end, which shows the field still needing to be filled in

    1 vote

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  6. 1 vote

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  7. 1 vote

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  8. For the signer/recipient to pick their billing period

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  9. Option to disable the option to not have users create documents from template gallery if they haven't gotten approved.

    1 vote

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  10. 1 vote

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  11. When writing more details about a product on a existing table the text is fixed to a fainted grey, and not designable such as other options, issue is when the document is printed its very hard to read and view

    1 vote

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  12. Pulling related lists from Microsoft Dynamics. The client has a related list attached to the Quote record and would like to pull the information from it to the PandaDoc document.

    1 vote

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  13. The client is using Quote as the main object however he would like to pass the values from the fields that are located at the Product object level.

    1 vote

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  14. Please put supporting the X-HTTP-Method-Override header for API on the roadmap. NetSuite is not alone in blocking http PATCH.

    We currently have our own integration between NetSuite and PandaDoc. As part of that we need to be able to retire documents when we change an Estimate in NetSuite. At that point the existing document is obsolete. So we are trying to use the api to change the status of the Panda doc from a NS server script:

    PATCH https://api.pandadoc.com/public/v1/documents/{document_id}/status/

    However PATCH is not universally accepted as a valid HTTP method and the NS scripting api does not offer it. Instead,…

    1 vote

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  15. The Forms will refresh or option to go back to the initial screen after it has been completed instead of going to PandaDoc

    1 vote

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  16. Would like to see a supported PD integration with Planning Center.

    1 vote

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  17. 1 vote

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  18. Ability to Manually Encrypt portions or all

    1 vote

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  19. When you write contracts you typically reference another section in the document. For example you might say "as per Section 2.6". But if you then decide that section 2.6 needs to be moved, and it changes to section 3.3, all of the places in the document that say "as per section 2.6" won't dynamically change. This leads to broken references in the document.

    I would like section headers to get an ID and number/title properties. You would reference them like this: [ID.title] or [ID.name]. So in the above example, I'd go to Section 2 and get the ID. Lets call…

    1 vote

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  20. 1 vote

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