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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6117 results found

  1. Ability to set both, percentage and flat amount discount for different products within one pricing table column

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Global search

    Have a global search bar that shows the results on all features with that Keyword (documents, templates, CLI, contacts, ...) just like the search from SFDC

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  3. Ability to remove the green arrow sign for the volume-based pricing products.

    Ability to remove the green arrow sign for the volume-based pricing products.

    1 vote

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  4. API - Create document using multiple templates

    Ability to create document using multiple templates

    1 vote

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    0 comments  ·  API  ·  Admin →
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  5. Email attachment included on completed email sent on Form documents

    Customer would like the email attachment feature to also work on the form document when its complete

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  6. Option to remove "completed on the audit trail during the status is awaiting for payment

    the user has the Option to remove "completed on the audit trail during the status is awaiting for payment

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  7. Disabling Multiline text

    Option to remove or disabling Multiline text

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. automation flow to create and send a document on a designated cadence.

    Use-case: automatically create and send a recurring monthly invoice as a document to the same person.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  9. Change document status from search results dropdown

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Ability to create a private workspace from organization

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Allow collaborator to delete content

    Collaborator should be able to delete content even if they don't have standard license.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  12. Ability to edit fields without changing status from completed to draft status.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Send documents from PandaDoc Contacts: Automatically assign template role

    The ability to automatically assign a contact to a template role when creating documents straight from a PandaDoc contact.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  14. Payment integration - change status

    Ability to remove/disable payment integration without altering or removing signatures on the document

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  15. Add GIF on Header

    Ability to add GIF on headers

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Bulk Send from PandaDoc Contacts List

    Most of the customers that I need to bulk send to are already registered as contacts in my PandaDoc account. It would be great if we could select customers as recipients to bulk send to.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. Add a custom message when sending approval

    require a message when someone sends for approval. This would be a really helpful feature to our team and save a lot of time as we need folks to explain why they are giving a discount before approving.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  18. Pipedrive: When products are added or removed from the deal, the changes will be synced to the pricing table inside PandaDoc

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  19. HubSpot Unlink proposal from company

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  20. Enable quantity option on Template level when data merge is enabled

    Customer wants to enable recipient option on the pricing table for quantity in the template level when data merge is enable

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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