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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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713 results found

  1. Stop Quote Builder from Floating to the top when adding a Row

    Stop the Quote Builder from floating to the top of the Quote when adding a row at the bottom of a quote.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  2. webp format for Catalog images

    supported webp format for Catalog images import

    2 votes

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    0 comments  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. Now you can import images in webp format in Catalog via CSV. Have a marvelous day!

  3. Replace signer without editing the document

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  4. Edit bundled products within Quote builder

    I need to set up product bundles in a quote, not a catalog. We need to pick products from the catalog, specify the quantity and bundle them within Quotebuilder.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  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. 

  5. Create product bundles within Quote builder

    Now we need to preset the bundles in the catalog. I want my sales reps to create bundles while they are drafting a quote.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  6. Remove: "Join panda doc today" notification for the signer after completing signing a document.

    I don't want my customers to see "Join panda doc today" after completing signing a document. There should be a feature to disable this notification

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  7. Admin Panel: Roles - Show which workspaces utilize the Custom Roles

    Would be very helpful if you're having to change multiple users roles to be able to see all the workspaces that utilize that custom role

    2 votes

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

  8. [QuoteBuilder <> Stripe] create items with recurring charges that will automatically stop.

    To have the option to create a product item with a recurring charge that will automatically stop after a certain period of time.
    For example, a product item with a recurring charge 10 USD/month for half a year.
    After 6th collection - it automatically stops.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  9. Provision Workspaces via API

    Create and delete workspaces via API. Ability to programmatically manage workspaces will allow for automation of onboarding new teams

    2 votes

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    0 comments  ·  API  ·  Admin →

  10. Use text within SKU Catalog field to type words, not just numbers

    Be able to add letters in the Pricing column of the catalog.

    2 votes

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    Released  ·  0 comments  ·  Admin →

  11. Ability to move document pages

    Ability to move document pages.

    • Will allow the user to move pages inside the document.
    • This feature will allow them to place a specific pages on there prefered location.
    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  12. Pull custom fields into the Quote builder

    Pull custom fields into the Quote builder

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  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. For more information, please click the link below!

    Custom product fields

  13. add missing currency in PandaDoc - KYD Cayman Islands Dollars

    add missing currency in PandaDoc - KYD Cayman Islands Dollars

    2 votes

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    0 comments  ·  Admin →

  14. Haitian Gourdes (HTG) currency

    Add the Haitian Gourdes (HTG) currency in the pricing table

    2 votes

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    0 comments  ·  Admin →

  15. Filter Documents based on Sender awaiting signature

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  16. The decimals in unit prices in the volume-based pricing method with a comma: ","

    The decimals in unit prices in the volume-based pricing method with "," (e.g. 45,2), at the moment this is only possible to use a "." (e.g. 45.2)

    2 votes

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    0 comments  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. Commas are supported as delimeters in PandaDoc Catalog if the profile language is set as non-English. To set it up, please go to Settings -> Personal info -> Interface language. Have a marvelous day!

  17. The ability for the document not be seen by CC'd recipients until it is completed.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  18. Required selection of checkbox out of a group of checkboxes

    One thing that I enjoyed about Docusign was the ability to have a grouping of checkboxes and force a selection of at least X# of checkboxes. While the checkboxes in Pandadoc have ability to be required, it doesn't allow for you to choose that at least one box needs to be selected out of a grouping of boxes, only that the specific box MUST be selected.

    2 votes

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    Released  ·  4 comments  ·  Fillable Fields & Variables  ·  Admin →

  19. Option to cross out selected text in a document.

    Selecting the text and then cross it out

    https://pandadoc.zendesk.com/agent/tickets/396007

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  20. to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc

    to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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