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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6441 results found

  1. Email notification that the document has been received

    Customer would like to a notification that recipient has receive the document

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Estimate the payment terms for payer within Quickbooks app for Pandadoc

    2 votes

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    0 comments  ·  Quote to Cash  ·  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 Coordinator, 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. PandaDoc module for BambooHR

    PandaDoc module for BambooHR

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  5. Video Call with a Client

    We'd like to be able to schedule a video session with a client via PandaDoc

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Radio buttons populate same table section with fields assigned

    radio buttons populate same table section with fields assigned

    example: HR page for previous employer. If the radio button is selected as "yes" for previous employer, it will populate the same table with the assigned fields
    https://share.zight.com/4guRr56O

    Benefit of this feature would be useful to all HR use cases

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. View all automations (pagination)

    currently, can only view 100 automations, ,pagination is one good idea to view all automations

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  8. 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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  9. 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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  10. 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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  11. 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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  12. Shorten the length of fillable fields

    The ability to shorten the length bypassing the current length limitation of fillable fields.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. burmese language for PandaDoc platform

    2 votes

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    0 comments  ·  Localization  ·  Admin →
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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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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  19. 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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  20. 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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