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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6563 results found

  1. Search by Two Letters

    Client would like to be able to search two letters using the search function.

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Create dynamic options for document creation

    Create IF-statement for sending document - more dynamic options

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Recognize float numbers in Pipedrive Numerical fields

    Numerical field in Pipedrive can display float values (e.g 10.5), but PandaDoc does not recognize floats, only integer values.

    The customer would like to be able to use float numbers to pass them to PandaDoc variables

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Ability to track the remaining number of licenses

    detect when a new user is added which consumes a license

    2 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Zapier keeps formatting of a pricing table description

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Section where all fields on doc are grouped so you can see them all at once

    UX improvement - section where all fields on doc are grouped so you can see them all at once (similar to how variables is)

    2 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  7. Showing PandaDoc profile picture on a document

    2 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  8. Allow account owner to edit users' profile info

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Different currency for pricing table's subtotal and total

    Let's say 1$ = 2.7 BYN. Let's imagine that subtotal = total in our case and in subtotal we 27BYN. Than the feature request is to be able to set $ currency for total and the total will be calculated as $10

    2 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. Send Editable Templates

    Client wishes to have a template be available for sending without having another user be added on her workspace.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Ability to turn off the pop-up that prompts users to make the payment once a document has been finalized

    2 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  12. The ability to sync both Native Pipedrive integration and Pipedrive Extension

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. Block specific email notifications for specific users

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. custom role should be able send the document without needing to edit it

    custom role member should be able send the document without needing to edit it

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. use pictures for the background of text blocks

    use pictures for pandadoc for the background for text block

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Support Private API

    Support Private API

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  17. Automatically send a document once a checkbox is clicked in another document

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Add Section wherever in the Pricing table

    Add Sections to the middle of the pricing table when it's already been created.

    2 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  19. [Bulk Action] Bulk Export Document Details Using API

    We are trying to call the document list API and then use the document IDs to fetch all the document information (Document details API) and store it in snowflake.

    But as document details API only responds with only one document details, Exporting details for all the documents is very time-consuming even with parallel API calls. Hence a Bulk API export will be helpful.

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  20. API: More information to pass

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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