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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3799 results found

  1. Filter documents by their value

    Option to find the document and filter by its value, for example, find all contracts from this year that are $30k or over.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  2. Automations for Salesforce CPQ

    Option to have Update opportunity status when PandaDoc status is updated automation when using Salesforce CPQ

    3 votes

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    0 comments  ·  Automations  ·  Admin →

  3. Native Video Recorder in Pandadoc

    A way to record a video within the PandaDoc platform and make it available to the customer including the offer.

    3 votes

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    0 comments  ·  Other  ·  Admin →

  4. Recipient can resize a field

    If the text input is long, the recipient should be able to resize the field based on the input

    3 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  5. Add endpoint to share templates via API

    Add endpoint to share templates via API

    3 votes

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    0 comments  ·  API  ·  Admin →

  6. Ability to delete a chat message on the template level.

    Ability to delete a chat message on the template level.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  7. image library restriction

    image library restriction - accessible by Account Owners and users with Admin role only

    3 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →

  8. Improve Suggest Edits appcue to be more obvious

    Customers are selecting "collaboration" in lieu of suggest edits as the appcue for suggest edits is on the bottom.
    It'd be great to have suggest edits be more intuitive and obvious for a recipient.

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →

  9. sending another document based on recipient's chosen product from initial document that was sent

    A document will be sent to the recipient; the recipient will choose a product; another document will be sent to the recipient related to the product they had chosen.

    3 votes

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    0 comments  ·  Automations  ·  Admin →

  10. Ability to see which user made an edit/ change to an item

    Ability to see which user made an edit/ change to an item

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  11. Include "expiration date"/"renewal date" into the report.

    Include "expiration date"/"renewal date" into the report.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  12. Conditional rule based on the initial field

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  13. Option to enable multiline via API / Make

    • Will allow the user to enable multiline text in API or Make
    3 votes

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    1 comment  ·  API  ·  Admin →

  14. Option to get the links of all documents created when downloading in CSV file

    • option for the user to get the link of all of the created document via downloading it in csv
    3 votes

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    0 comments  ·  Other  ·  Admin →

  15. Quote builder block: change currency after adding the products

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  16. Enhanced CSV capabilities for bundle and product options updates on Catalog

    Improve CSV capabilities for bundle support and product options and currencies to support in complex catalog updates

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  17. Change the text on volume-based labels

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  18. Catalog Changes Audit Trail

    I would like a way to determine who deleted a catalog item from our workspace. An audit log would be great to see what changes were made.

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  19. Fillquick

    Integrate with Fillquick

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  20. Option for Total Cost in the pricing table

    • option for the user in adding Total cost in the pricing table
    3 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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