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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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510 results found

  1. Remove: "Join panda doc today" notification for the signer after completing signing a document.

    I don't want my customers to see "Join panda doc today" after completing signing a document. There should be a feature to disable this notification

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  2. Admin Panel: Roles - Show which workspaces utilize the Custom Roles

    Would be very helpful if you're having to change multiple users roles to be able to see all the workspaces that utilize that custom role

    2 votes

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

  3. Use text within SKU Catalog field to type words, not just numbers

    Be able to add letters in the Pricing column of the catalog.

    2 votes

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    Released  ·  0 comments  ·  Admin →

  4. Ability to move document pages

    Ability to move document pages.

    • Will allow the user to move pages inside the document.
    • This feature will allow them to place a specific pages on there prefered location.
    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  5. Pull custom fields into the Quote builder

    Pull custom fields into the Quote builder

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  6. add missing currency in PandaDoc - KYD Cayman Islands Dollars

    add missing currency in PandaDoc - KYD Cayman Islands Dollars

    2 votes

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    0 comments  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!

  7. Haitian Gourdes (HTG) currency

    Add the Haitian Gourdes (HTG) currency in the pricing table

    2 votes

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    0 comments  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!

  8. Filter Documents based on Sender awaiting signature

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  9. The decimals in unit prices in the volume-based pricing method with a comma: ","

    The decimals in unit prices in the volume-based pricing method with "," (e.g. 45,2), at the moment this is only possible to use a "." (e.g. 45.2)

    2 votes

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    0 comments  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. Commas are supported as delimeters in PandaDoc Catalog if the profile language is set as non-English. To set it up, please go to Settings -> Personal info -> Interface language. Have a marvelous day!

  10. The ability for the document not be seen by CC'd recipients until it is completed.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  11. Required selection of checkbox out of a group of checkboxes

    One thing that I enjoyed about Docusign was the ability to have a grouping of checkboxes and force a selection of at least X# of checkboxes. While the checkboxes in Pandadoc have ability to be required, it doesn't allow for you to choose that at least one box needs to be selected out of a grouping of boxes, only that the specific box MUST be selected.

    2 votes

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    Released  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →

  12. Option to cross out selected text in a document.

    Selecting the text and then cross it out

    https://pandadoc.zendesk.com/agent/tickets/396007

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  13. to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc

    to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  14. Creation of multiple documents via uploading files at once within PandaDoc app.

    Creation of multiple documents via uploading files at once within PandaDoc app.

    2 votes

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    1 comment  ·  Mobile  ·  Admin →

  15. Search catalog items via Description/custom fields

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  16. Ability to have multiplier applied to product price column

    Ability to apply the multiplier to the product price column in the pricing table. This would allow for CPI and inflation increases without having to update the whole catalog. The total would then be calculated as
    MULTIPLIER (hidden column) x PRICE = PRICExMULTIPLIER (which becomes the new PRICE column). Then NEW PRICE x QUANTITY = TOTAL
    Hiding the multiplier column means that the customer will see the price + inflation without the whole catalog having to be updated.

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  17. Move templates between workspaces

    2 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →

  18. Proposal Consultancy & Design Services

    1) Assistance with proposal creation, design, and workflow (going through proposals in tandem while streamlining the sales workflow).
    2) Proposal & Template Design Services.

    2 votes

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    3 comments  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi there,


    Thanks for connecting with PandaDoc! Our self-service options are available and provide guidance on utilizing PandaDoc including videos and FAQs.

    If you’d like more customized guidance or design assistance, we have several services offerings that you can view in more detail here.

    We’d love to work with you to optimize PandaDoc based on your specific business needs. 


    Have a wonderful day!


    Sincerely,

    Valeryia Baranava

    Product Team

  19. Ability to cancel/void the contract/document from PandaDoc (including PDFs of completed documents).

    Ability to cancel/void the contract/document from PandaDoc (including PDFs of completed documents).

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

  20. Import Google contacts

    live sync with Google contacts

    2 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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