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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5391 results found

  1. Video content block - option to make the video link private and not searchable

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  2. Expand scope of condition for approvals beyond document value etc

    Expand scope of condition for approvals beyond document value, quote or pricing.

    For users who works with wordy contracts lacking in pricing tables or quotes, it would be nice to see new approval conditions which extend beyond the current selection where the conditions can be for example edits to select clauses such as limitation of liability, indemnity etc

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  3. Recipient group in bulk send

    Option to use recipient groups when sending documents via bulk send

    2 votes

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    0 comments  ·  Esign & Notary  ·  Admin →
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    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!

  4. QuickBooks Inventory

    QuickBooks: ability to disable "New inventory in QB is created based on the PandaDoc document name (in case there is no existing product in QuickBooks using the exact document name)''

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  5. Variables: System variable to show the number of recipients

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Ability to download JPEG images from Collect files field

    We'd like to be able to download the JPEG images from the collect files field.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. PandaDoc API : Utilize CSV data

    PandaDoc API that can utilize the CSV data gathered when a form is completed

    2 votes

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    1 comment  ·  API  ·  Admin →
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  8. Email group allowed for Sending documents via business email

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Ability to name each quote in a document and rename variables for each quote

    Being able to name each quote you are using. This way if you have more than 1 quote on a document it is easier to know and retrieve the variables from each quote, instead of having quote1.total, quote2.total, etc

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  10. Remove edit this document message when no signature or initial fields

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  11. For the document Signer to be able to select the type of discount: percentage or flat amount

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  12. Option to have filter by user in the Document Activity (Dashboard)

    • Will allow the user to filter by user in Document Activity [Home]
    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Ability to change the order of grand total section of Quote Builder

    Ability to change the order of grand total section of Quote Builder

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Catalog - CSV additional settings format

    Ability to import a CSV file with comma format on Cost and Prices.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Send document notifications to the members of the account

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Export one CSV report for all forms at once

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  17. Download the PDF as separate files via Zapier when the document is bundled

    Download the PDF as separate files via Zapier when the document is bundled

    https://pandadoc.zendesk.com/agent/tickets/576243

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. Admin to "Create Workspace" not possible

    When you are an Admin but not the Super Admin/ Account Owner. The option to + Create Workspace is available. It is deceiving to give false hope that as an admin you can create a Workspace when in reality you can't.

    I hope product can place a banner or a notification message saying that only the main Admin Owner can create

    2 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. Merge system variables data into fields: pull [Document.CreatedDate] into the Date field

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. [ARCHIVE] HubSpot Unlink proposal from company

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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