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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6183 results found

  1. Twilio and Zuper

    It would be nice to have Zuper and Twilio integration with PandaDoc

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. link documents to Sugar CRM

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Sync between prices in Pricing Table

    if the price is updated somewhere in the pricing table, ability to update the price automatically in another place

    3 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Send documents to slack channels

    Proposals to Slack

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  5. Exact.com

    Integration with Exact.com

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  6. Decimal places in Document Value

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Have Different ways of page navigation: turn pages instead of scrolling

    The option to have other page navigation options other than scrolling the pages.

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  8. Make Cost / Margin visible on PandaDoc mobile app

    Looking to be able to have other PandaDoc collaborators view the margin / cost in the pricing table.
    Currently you cannot view this column in the app.

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  9. Restrict editing of blocks when Suggest Edits is turned on

    When a block has Restrict Editing turned on in a document, that rule should apply to all document signers, and collaborators by default even when Suggest Edits is turned on. Currently a recipient can redline a block with Restrict Editing on which pretty much defeats the purpose.

    Please make an option to allow the editing of restricted blocks when Suggest Edits is turned on.

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. trigger the creation of a subscription in Stripe that is delayed one month

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  11. convert numbers to words

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  12. Smart content: be able to pull CLI background image

    If:
    -Template theme doesn't have a background image
    -Page of the template where conditional smart content block is placed doesn't have a backround image

    Then
    -Be able to pull the background image of the CLI for the page in the resulting document

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Change the email of the form signer once the form is completed

    When the forms has different roles and once role has the wrong email, to have an option to change the wrong email in the completed form without resending it or erasing all the filled details.

    https://pandadoc.zendesk.com/agent/tickets/402795

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  14. download a template to a .docx from the template list

    Ability to download a .docx of template from the main template list

    3 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  15. Share Catalog with Collaborators

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. Ability to automatically pause a subscription

    Allow the option to pause an account automatically for a set period of time, such as a seasonal hold.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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!

  17. The ability to show the customer a payment amount that is less than 100%.

    When the customer is making a down-payment (less than 100% of the pricing table total) -- show this in the pricing table (somewhere near the total)

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Move "replace source file" to design section

    3 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  19. Subtotal for multi-selected pricing table blocks across a document

    Subtotal options when working with multiple pricing table blocks - be able to tick some of the blocks and reflect their subtotals

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Send a notification to sender when document is viewed

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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