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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7329 results found

  1. Ability to upload image via API instead of using the image URL.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  2. The option to divide Name column, so you will be able to create 2 separate columns: 1. Name of the product with description 2. Image of the product

    2 votes

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  3. Add a feature to generate and send recurring invoices to customers on subscription/recurring payment arrangement

    2 votes

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  4. "I was wondering if I could assign a numeric value to a question in either a drop-down or with a radio button to create a score? Marketing survey style?" - johnny.kinnaird@workspan.com

    2 votes

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  5. It would be really nice if there was a way to see how many accounts I am paying for with my card. Some way to locate duplicate accounts would be great.

    2 votes

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  6. Ability to rename a theme without saving a new one and deleting the old one. Having this option would allow us to change the name of a theme without having to change the defaults on templates, in Settings, etc.

    2 votes

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  7. Ability to add options to the dropdown field via uploading an excel file/google sheet.

    2 votes

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  8. Ability to adjust text fields size for sent document.

    2 votes

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  9. Inherit approval settings of an approved document when it is converted into a template

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  10. The ability for the document sender to receive a notification if the recipient added products using the quote builder.

    2 votes

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  11. 2 votes

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  12. 2 votes

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  13. Ability to resize a video once it has been added to a document.

    2 votes

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  14. Qwilr has a really nice calculator, like an ROI calculator built in, that makes the presentations look really good and show the benefits of our product right there. So, that was a nice get with them.
    https://qwilr.com/features/roi-calculator/

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  15. Allow for Date range validations, including start and/or end dates, that include any/past/present days, as well as variable references and common date macros (such as +1D)

    2 votes

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  16. 2 votes

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  17. 2 votes

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  18. Option to disable the option to not have users create documents from template gallery if they haven't gotten approved.

    2 votes

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  19. Please put supporting the X-HTTP-Method-Override header for API on the roadmap. NetSuite is not alone in blocking http PATCH.

    We currently have our own integration between NetSuite and PandaDoc. As part of that we need to be able to retire documents when we change an Estimate in NetSuite. At that point the existing document is obsolete. So we are trying to use the api to change the status of the Panda doc from a NS server script:

    PATCH https://api.pandadoc.com/public/v1/documents/{document_id}/status/

    However PATCH is not universally accepted as a valid HTTP method and the NS scripting api does not offer it. Instead,…

    2 votes

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    0 comments  ·  API  ·  Admin →
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  20. option to have templates in A3

    2 votes

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