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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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763 results found

  1. Allow folder structure within Content Library to better organize items

    When adding a content library item, it'd be helpful to create a folder while in the menu to add the content library item.
    https://share.getcloudapp.com/wbuD5zZJ

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  2. Pricing Table - Payments based on Milestones being met

    Create a pricing table where payments are based on milestones being completed. This will be useful for companies using PandaDoc that get paid in installments based on the stage of an engagement.

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  3. Ability to send documents from PandaDoc directly to Box

    Send documents from PandaDoc to Box

    3 votes

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    0 comments  ·  Other  ·  Admin →

  4. Ability to set up a deadline for payment or payment reminder.

    Ability to set up a deadline for payment or payment reminder.

    3 votes

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

  5. Quote builder formatting (reorder product order in bundles)

    Ability to re-order product order in bundles (like exists at the Quote builder level). Needed to do Saas style pricing tiers.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. 

  6. Ability to update a document's name via API

    It would be helpful to be able to utilize API to update a document's name.

    3 votes

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    0 comments  ·  API  ·  Admin →

  7. Show list of all contacts in the document when typing a recipient

    I was looking to be able to select from a list and didn’t realize you had to start typing in the address. Unfortunately, I don’t remember everyone’s email address. I would prefer there to be a box of all names set up as contacts and let me scroll thru it.

    3 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →

  8. Option to hide all pricing table columns except the main total

    Option to hide all pricing table columns except the main total

    • will allow the user to hide all of the columns in the pricing table except the main totals.
    3 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

  9. [HubSpot CRM] Searchable and selectable tokens on the PandaDoc side

    An option to search and select tokens from HubSpot CRM on the PandaDoc side

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →

  10. Ability to automatically send a document created in PandaDoc from ActiveCampaign

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  11. ability to edit margin

    ability to edit margin

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  12. Ability to send multiple documents in one go

    Ability to send multiple documents in one go directly from the contact added in the application

    3 votes

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    0 comments  ·  Automations  ·  Admin →

  13. Allow multiple CRM (Hubspot) accounts to integrate to a single Enterprise Pandadoc Account.

    The premise is laid by your 'multiple workspace' feature. These workspaces have their own branding and identity. It just makes sense to allow multiple CRM accounts to connect to a single pandadoc account with multiple workspaces. Maybe limit the connections to 3.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  Lindsey Schocke responded

    You can connect a different HubSpot account to each workspace on your account. 

  14. Disabling forwarding feature via API.

    The ability to disable the forwarding feature via API for all the existing documents and all to come.

    3 votes

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    0 comments  ·  API  ·  Admin →

  15. Retain the date format when syncing from Salesforce. The date format we use is DD/MM/YYYY, but pandaDoc displays as YYYY/MM/DD

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  16. Presentation mode - widescreen

    option to have a widescreen (16x9) view option to fill screen in presentation mode

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 

    Please kindly be advised that the feature to have a widescreen (16x9) view option to fill screen in presentation mode is already available within the system. Please see this link for more info.

  17. Catalog - Packs items

    May be it would be useful to create a "packed product or service", composed by adding single products from the catalog ? And be able to adjust the variables of each item in pricing table.

    3 votes

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    0 comments  ·  Admin →

  18. Master license list for admin

    It would be beneficial to have a master license list for admin to see all licensed users in one location rather than having to be in a specific workspace to view the licensed users.

    3 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →

  19. Password protection via API

    The customer would like to use password protection when creating the document via API

    3 votes

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    0 comments  ·  API  ·  Admin →

  20. Automatically pull images into PandaDoc

    Would like to be able to have headshots, logos, and other images pull into PandaDoc automatically.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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