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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6837 results found

  1. Option to use recipient groups when sending documents via bulk send

    1 vote

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  2. In Salesforce you can create different price books, which may contain different products and/or the same products but at different prices, e.g., an academic price book and a commercial price book.

    How would we go about doing something similar in PandaDoc?

    1 vote

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  3. 1 vote

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    0 comments  ·  Payments  ·  Admin →
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  4. I would like a way to determine who deleted a catalog item from our workspace. An audit log would be great to see what changes were made.

    1 vote

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  5. Automatically change names of a selection of documents.

    1 vote

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  6. not to be abled to fill the field if the data does not match with other field

    https://pandadoc.zendesk.com/agent/tickets/583678

    1 vote

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  7. 1 vote

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  8. Disable Home and keep only Team dashboard

    1 vote

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  9. Customer would like to have the choice to conceal the cents in the document value variable.

    1 vote

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  10. Ability to send Salesforce related files as PandaDoc documents.

    1 vote

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  11. Last year the feature was enabled (in response to this idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40261645-template-to-doc-folder) to create an automation that moves a document to a certain folder once it has been either sent or completed. This is exactly the feature I want, only I'd want it to be triggered from the document's point of creation. We have multiple different templates, and currently all documents created from them get placed into the same folder and need to be manually sorted. Letting us choose which folders documents created from different templates go to would be enormously helpful in keeping our documents organized.

    1 vote

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  12. Ability to use a variable instead of the recipient email to match the client in Quickbooks

    1 vote

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  13. Allow the recipient to pay either a custom amount or the full amount when making a payment on a document

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  14. Option to have integration with Podia so the recipient gain automatic access to our courses upon payment

    1 vote

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  15. Option to have integration with Skool so the recipient gain automatic access to our courses upon payment

    1 vote

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  16. Have the possibility to enable the entire options section (so we don't have to select each item individually within the section)

    1 vote

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  17. The ability to create button with a background color, form (rounded or square), and also hyperlinked/ anchored linked to another page. Some

    1 vote

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  18. Option to update recurring billing date for the line item when using "Update HubSpot deal products whenever a document’s status is updated" automations

    1 vote

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  19. 1 vote

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  20. 1 vote

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    0 comments  ·  API  ·  Admin →
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