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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7340 results found

  1. Use same fields in different field conditions

    Use same fields in different field conditions

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Tax automatically added based on the conditional

    Tax automatically added based on the conditional

    E.g. a way for PandaDoc to automatically set the taxes, so that taxes are computed automatically based on the billing Province

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Customize payment pop-uo

    Using payments, I'm wanting to change the message that pops up when someone opens the proposal.

    3 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  4. Ability to hide sections in Quote Builder

    Looking for an option to hide sections in the quote builder for users who want to add a section but don't want their client to see it.

    3 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Smart Forms: pre-fill using web link

    Able to use the prefill values using direct web link feature similar to classic forms feature within the Smart form

    https://developers.pandadoc.com/docs/javascript-form-embed#pre-fill-values-using-javascript-config:~:text=with%20UTC%20timezone%20%20%0A%7D-,Pre%2Dfill%20values%20using%20direct%20web%2Dlink,-It%20is%20possible

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  6. Rooms: ability to preview files of different types uploaded to a room (pptx, xlsx, etc.)

    3 votes

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    0 comments  ·  Rooms  ·  Admin →
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  7. Download option in the home dashboard

    Make the download option available on the Home dashboard.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. API - Link PandaDoc Document to Salesforce Opportunity

    Ability to Link PandaDoc Document to Salesforce Opportunity via API

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  9. Variable for recipient group

    To be able to use variable to auto-populate names of the signers added in the recipient group

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Ability to choose which documents statuses show in the tabs on the Home screen

    Currently, there are preselected statuses chosen for each tab (Actions Required, Waiting for Others, Finalized) on the Home screen. Would like to ability to change these.

    3 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  11. Option to disable payment reminders

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  12. Upload image or photos in collect files field using API

    to be able to upload an image or photo in the collect files fields using API

    3 votes

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    0 comments  ·  API  ·  Admin →
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  13. Move Completed document to a folder based on "name contains" value

    There is currently an automation to send certain templates to different folders upon completion, but I would like to have a rule that allows us to set a "name contains" value and based on that criteria, send it to the corresponding folder.

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  14. Share document to a room directly from the actual document

    Customer would like to have the ability to share the document created from CRM directly from the actual document to the room.

    3 votes

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    0 comments  ·  Rooms  ·  Admin →
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  15. Zapier: ability to download uploaded files from collect file field

    Customer would like to download the uploaded files from the collect file fields by their recipient via Zapier

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  16. Re/Name Template via API

    Currently in the API there is no method to set the name of the templates when uploading as a bundle.  It defaults to the template name which is not suitable to API processes

    3 votes

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    1 comment  ·  API  ·  Admin →
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  17. [Upload} Increase File Limit from 10 to more than 10

    Client wants to be able to add in a large number (about 40) of files when creating a document. Right now they're limited to 10.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Approval workflow in rooms

    Since we have a Room which allows us to create a secure collaboration space. It will be benefecial to have a general Approval Workflow process within the room before publishing

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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  19. to change the colour of individual text elements in a quote builder

    to change the colour of individual text elements in a quote builder

    For example, to make the ticks green and the crosses red in the description

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Add the status: "Expired" and "Viewed" to the automation: Move the document to a PandaDoc folder when PandaDoc document status changed

    Currently there are no status change to "Expired" and "Viewed" as trigger events, adding these 2 events would be necessary

    3 votes

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    2 comments  ·  Automations  ·  Admin →
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