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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7063 results found

  1. to have a small pop up window to update names, prices, SKU

    to have a small pop up window to update names, prices, SKU

    To change the price, you need to go to an item to change a price, it takes a few seconds to load. Then I change price and it takes another few seconds to save. then when I go back to the subcategory I don't always go back to it, and it takes me back the main catalogue and I have to go find the next item to change.
    Things like names, prices, SKU. I just want to be able to click on an item, have a small pop…

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Ability to open the same product in catalog via clicking on it in pricing table.

    Ability to open the same product in catalog via clicking on it in pricing table.

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. show the full number of products in a catalogue when you select them without necessarily having to scroll down to the bottom

    show the full number of products in a catalogue when you select them without necessarily having to scroll down to the bottom

    It is possible to select all the products only if you scroll down till the end

    https://pandadoc.zendesk.com/agent/tickets/435119

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Choose document folder via Integromat

    Option to choose a document folder when create a document via Integromat

    1 vote
    0 comments  ·  Integrations  ·  Admin →
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  5. Record document status change in Zoho

    1 vote
    0 comments  ·  Integrations  ·  Admin →
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  6. Option to check Analytics of a previous version of a document

    1 vote
    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Import Catalog & Product Images from Google Workspace

    Be able to pull Google Drive Images & or a Google Sheet Product Catalog immediately into a quote.

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  8. Ability to integrate the original Stripe payment link that is used for covering any chargebacks

    Hello, I have been using Pandadoc and i have just received a chargeback. So, Stripe told me that the only way they will automatically cover the chargeback is if the original STripe payment link is used, instead of the one that PandaDoc is using.
    Could you create a feature that would allow users to put in the custom payment redirect link?
    Thanks

    1 vote
    0 comments  ·  Quote to Cash  ·  Admin →
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  9. Mutually exclusive pricing options: radio buttons within a pricing table

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. Ability to adjust the spacing between text paragraphs, in a table, before the first line of the text in particular

    1 vote
    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. RON Queue

    RON Queue

    1 vote
    0 comments  ·  Other  ·  Admin →
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  12. Make an option to place a field inside another one

    Make an option to place a field inside another one

    1 vote
    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. "Password Reset" option in PandaDoc setting to be hidden for read-only members

    1 vote
    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. All fields are cleared when duplicating document

    1 vote
    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Draft Status Option for Automation

    Moving draft documents to a selected PandaDoc folder

    1 vote
    0 comments  ·  Automations  ·  Admin →
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  16. add the day of the week as part of the date format

    add the day of the week as part of the date format for documents

    E.g. Tuesday, October 11, 2022

    https://pandadoc.zendesk.com/agent/tickets/432010

    1 vote
    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Payment integration: Elepay

    Add Elepay integration

    1 vote
    0 comments  ·  Quote to Cash  ·  Admin →
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  18. Send a recipient link via Zapier as a reminder notification from Hubspot

    send reminder via Zapier when the HubSpot in Zap

    https://pandadoc.zendesk.com/agent/tickets/431431

    1 vote
    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  19. Setting the password protection through the API within PandaDoc

    1 vote
    0 comments  ·  API  ·  Admin →
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  20. upload csv files with Additional Multiplier values

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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