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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7359 results found

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

    2 votes

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

    2 votes

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  3. 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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  4. 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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  5. 2 votes

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  6. 2 votes

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

    2 votes

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  8. 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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  9. 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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  10. 2 votes

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  11. 2 votes

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  12. 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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  13. 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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  14. option to have templates in A3

    2 votes

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  15. Option to make uploaded Notary signature darker

    2 votes

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    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!

  16. 2 votes

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  17. Have a button to remove all recipients from a doc, instead of removing one by one.

    2 votes

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  18. When you write contracts you typically reference another section in the document. For example you might say "as per Section 2.6". But if you then decide that section 2.6 needs to be moved, and it changes to section 3.3, all of the places in the document that say "as per section 2.6" won't dynamically change. This leads to broken references in the document.

    I would like section headers to get an ID and number/title properties. You would reference them like this: [ID.title] or [ID.name]. So in the above example, I'd go to Section 2 and get the ID. Lets call…

    2 votes

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  19. item lines failed to import - "it would be useful to see the error message per line with error"

    2 votes

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  20. Ability to pull a list of merge fields.

    2 votes

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