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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. When converting a Lead, any PandaDoc Documents tied to the Lead should also appear on the Contact.

    1 vote

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  3. We have 2 different documents tied to our Quotes, a proposal and a service order. The Proposal is meant to populate based on our quote line groups, however, I need the Service Order to generate from the quote line items. It only seems like we can set up one direct pricing relationship at a time.

    1 vote

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  4. Customer would like to generate a report for deleted documents alone

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. Search for a contract using Pandadoc contract ID data

    1 vote

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  6. Customer would like PandaDoc to be able to support federated set up when they create a new email account in Gmail.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. Native integration with Xero Practice Manager

    1 vote

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  8. Have an option to manually set the date field and make it uneditable.

    1 vote

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  9. 1 vote

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  10. Ability for the account owner to know who deleted a template, documents ETC on their account in a detailed info.

    1 vote

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  11. Ability to set a specified text block size for documents/templates as duplicating one text block does not always work for every client's use case

    1 vote

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  12. 1 vote

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  13. Option to align the numbers in the total and in the pricing table itself

    1 vote

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  14. 1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  15. Be able to delete a blank page from a completed document PDF

    1 vote

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  16. Serialized Inventory refers to the practice of assigning a unique identification number or code (known as a "serial number") to each individual item in an inventory. This allows for precise tracking and management of each specific item from manufacturing through sale, and sometimes even through the item's end-of-life.

    1 vote

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  17. I have a customer that is sending multiple bulk-send. Because of the delivery he sometimes needs to send links to the recipients manually.
    Therefore, it would be nice to have a report that will include recipients URLs that he and his team can easily get access to.

    1 vote

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  18. Ability to route failed deliverability to other email address

    1 vote

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  19. Create multiple documents both from template and PDF via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  20. For example, some pages are section dividers and should not have page numbers.

    1 vote

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