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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6841 results found

  1. I want to disabled data merging for all pricing table in "content library" area. But I have to do this for each table individually.

    1 vote

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  2. 1 vote

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  3. Use Base64 encoded string to send an image via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  4. Integration with Credible

    1 vote

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  5. Ability to add radio buttons to the starting log in form while accessing the PandaDoc form (in order to populate the info from the radio buttons chosen via logging in into corresponding variables.

    1 vote

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  6. 1 vote

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  7. Ability to use the API To approve or deny contracts.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  8. to mark and tag text within documents to be able to track these selected items and create tasks around those items tagged within the document.

    https://pandadoc.zendesk.com/agent/tickets/414426

    1 vote

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  9. Option to create a time slot variable or field (format 8:30 AM - 4:30 PM)

    1 vote

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  10. Option to restore classic status indicator on documents:
    Previously, the status indicators of documents were available on the bottom-left of the page, and appear to be missing. It would be useful to have the option to have the classic view back for convenience.

    1 vote

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  11. export the sales part of the documents in the CSV file

    E.g. Pricing tables items

    https://pandadoc.zendesk.com/agent/tickets/415141

    1 vote

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  12. 1 vote

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  13. Expand the current Character limit of 1000 characters that can be transferred to a field from a Salesforce Opportunity. At the moment, only 1000 characters can be transferred which limits certain cases to be able to create documents from the Opportunities that exceed this limit.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  14. Options to reject the documents once the comments has been noted or written.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  15. 1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  16. if the price is updated somewhere in the pricing table, ability to update the price automatically in another place

    1 vote

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  17. Be able to enter or modify VAT number and company name for the billing info

    1 vote

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  18. 1 vote

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  19. option to automatically update customers on changes in the terms and conditions of our contracts, after the contract was signed.

    1 vote

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  20. 1 vote

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