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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Add options to "you'll save" row in the Quote Builder

    I would like to indicate for the recipient how much they will save per year or quarterly, not only per month

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information about Quote Builder, please click the link below!

    Add and set up quote builder.

  2. document ellipsis option in Home tab should be similar to the Document tab's

    document ellipsis option in the Home tab should be similar to the Document tab's, not just having a delete option but duplicate, rename, change status etc.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  3. Update deal amount property in hubspot when quote builder is edited

    Map any edits made within a quote builder back to hubspot, amount and cost monthly properties

    2 votes

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    0 comments  ·  Automations  ·  Admin →

  4. Limits on Suggest edits that a recipient can make

    Customer would like to limit the suggestion that the recipient can make when using the suggest edits feature

    2 votes

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    0 comments  ·  Other  ·  Admin →

  5. Email body customization while creating/sending documents via API

    The option to edit, customize and adjust the body of the email message when creating and sending documents via API.

    2 votes

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    0 comments  ·  API  ·  Admin →

  6. Option to pull logs for a contact info changes

    • Will allow the user to get log about the changes or update on contacts.
    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  7. Disable pricing table calculations

    Customer would like to disable the pricing table's capability to calculate

    2 votes

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    0 comments  ·  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!

  8. Add fields permission modifications for custom roles

    Looking to be able to restrict the addition of fields or modifications for a document. This way the document editor cannot add additional recipients

    2 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →

  9. Create new document for ____ member when document completed by template

    Similar to create and send by template automation. During our sales process, once client signs the proposal then we have another person on our staff to create an vendor RFP to source our vendors. I would love to be able to transfer the information from one doc to another and assign it to a team member to QC.

    2 votes

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    0 comments  ·  Automations  ·  Admin →

  10. [Quote Builder] Stack items in 1 horizontal line formation only

    stack items in 1 horizontal line formation only

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  11. Ability to scan document from mobile app

    It would be a useful addition to be able to scan a document via the mobile app to upload to PandaDoc natively.

    2 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →

  12. Mobile APP: Option to delete pages and insert page breaks

    option to delete pages and insert page breaks using the mobile app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →

  13. Editor Customization: Ability to resize and move the editor toolbar

    Ability to resize and move the editor toolbar

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →

  14. The ability to see how many reminders have been sent for all documents in a workspace and/or for specific documents

    to check how many reminders have been sent for all the documents from the account

    https://pandadoc.zendesk.com/agent/tickets/536764

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  15. Ability to change the location of the product image in the pricing table.

    Ability to change the location of the product image in the pricing table.

    2 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!

  16. Add smart content inside a smart content

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  17. Ability for other user to receive notification of an eForm

    Ability for other user to receive notification of an eForm aside from the initiator or publisher

    2 votes

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    0 comments  ·  Forms  ·  Admin →

  18. Create Approver filter in the document list

    Create an Approver filter in the document list

    2 votes

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    0 comments  ·  Approvals  ·  Admin →

  19. PandaDoc automatically update Hubspot with the Deal Value based on the amounts on the proposal

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  20. Ability to pull the Stripe payment ID from a document

    Ability to pull the Stripe payment ID from a document

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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