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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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763 results found

  1. Ability to increase the number of decimals within product catalog

    Ability to increase the number of decimals within product catalog

    6 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →

  2. Option to remove the description from the pricing table

    Option to remove the description from the pricing table

    • Option to remove the description from the Product name column
    6 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

  3. Ability to assign fields via APi

    Ability to assign fields via APi.

    6 votes

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    1 comment  ·  API  ·  Admin →

  4. Text field validation: view or edit field validation rules

    6 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  5. Contract negotiations (native redlining) in draft mode for internal use case.

    Contract negotiations (native redlining) in draft mode for internal use case.

    6 votes

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    1 comment  ·  Admin →

  6. Doc status will not change to Paid unless payment is successful

    If a payment to the gateway is unsuccessful the document status will not change to Paid.

    6 votes

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    2 comments  ·  Quote to Cash  ·  Admin →

  7. send a PandaDoc to a phone number rather than email

    Account has recipients that do not have an email address

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  8. Notification Product Catalog Import

    Notification Product Catalog Import

    6 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  9. Validate credit card details

    6 votes

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    0 comments  ·  Integrations  ·  Admin →

  10. Automatic update of currency depending on the currency of catalog item.

    Automatic update of currency depending on the currency of catalog item.

    6 votes

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    0 comments  ·  Admin →

  11. Update salesforce opp once the document is completed

    Update salesforce opp once the document is completed without Zapier.

    6 votes

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    3 comments  ·  Integrations  ·  Admin →

  12. Set an email subject in saved messages

    6 votes

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    2 comments  ·  Other  ·  Admin →

  13. API- Download as Docx

    API to download pandadoc document in docx format.

    6 votes

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    0 comments  ·  API  ·  Admin →

  14. Pull info from Salesforce into PandaDoc fields

    6 votes

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    0 comments  ·  Integrations  ·  Admin →

  15. Default custom theme for Ev2

    Default theme for Ev2 in Settings.

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →

  16. Delayed charge for an invoice

    Collect a payment and have it charged like a week later?

    6 votes

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    0 comments  ·  Quote to Cash  ·  Admin →

  17. The ability to move the completed documents created from the specific templates into the folder in the documents tab automatically

    6 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. The feature you requested is already available.


    Through PandaDoc Automations, you can set up a rule on a specific template so that any document created from it automatically moves to a chosen folder once it's marked Sent or Completed. Once configured, every future document created from that template will inherit the same behavior — no need to set it up more than once.


    For more information, please refer to this article on Automations: https://support.pandadoc.com/en/articles/9714985-automations

  18. Recipient Field Navigation by Tabbing

    6 votes

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    Released  ·  1 comment  ·  Usability Improvements  ·  Admin →

  19. View API Logs

    view API logs to see detailed errors and API history

    6 votes

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    1 comment  ·  Integrations  ·  Admin →

  20. [Integration] Google docs / EV2

    6 votes

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    Released  ·  1 comment  ·  Integrations  ·  Admin →
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