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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2990 results found

  1. Allow fields to be pre-filled and not assigned

    Make it so that checkboxes, drop-downs and other fillable fields can be pre-populated and not need to be assigned so that these easy to use functions can be leveraged across the contract for population and communication of contract terms.

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  2. Ability to delete logo

    Ability to delete logo

    7 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Create and Send document in one API call

    Be able to create and send a document in 1 API call intead of waiting for doucment to hit draft and then send.

    7 votes

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    0 comments  ·  API  ·  Admin →
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  4. The possibility to add the sequence number without sequence name

    The possibility to add only sequence number to the document without required sequence name.

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  5. Save Custom Colors within PandaDoc

    Client would like the option to save custom colors within pandadoc

    7 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  6. Ability to autopopulate variables with the info from the specified document

    Having an option to autofill variables based on the previously signed document. For ex., ability to have Date.Signed variable to be autopopulated by the data from the specified signed document.

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  7. Salesforce, link PandaDoc to multiple Salesforce Objects

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  8. Ability to include who downloads document in audit trail

    7 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  9. [French localization] Translate subject in the emails

    Change the language of the subject in the email

    7 votes

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    0 comments  ·  Localization  ·  Admin →
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  10. Ability to turn off the location that appears in Audit Trail

    7 votes

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    1 comment  ·  Other  ·  Admin →
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  11. Stripe: Detailed Line Items from Pricing Table

    With the Stripe integration, it only charges the customer the total amount, but never lists out the line items/that info never travels to Stripe. Is there any way through config or api that when a document is complete it pushes the pricing table items out as well?

    7 votes

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    0 comments  ·  API  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  12. multiple owners / senders of a document

    7 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  13. quantity editing for all the pricing table

    enable quantity editing on all products simultaneously in the pricing table

    7 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Section quantity in Quote Builder

    You can reach out to your Account Manager or to our support team at support@pandadoc.com to learn more about Quote Builder and CPQ.

  14. Different products from Pipedrive into different pricing tables

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. Pricing Table: Set a Min/Max on Quantity when it's Editable for Recipients

    Be able to set a Min/Max on Quantity when it's Editable for Recipients

    7 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  16. Recurly

    Native payment integration with Recurly that allows customer to pay in-app immediately after signing the deal.

    7 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  17. remove decline option

    7 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  18. Export/Back Up/Download Image library

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  19. Create doc/template quick buttons

    Shortcuts for documents or templates

    7 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  20. Master settings: edit multiple Workspaces at once

    Allow editing several WS at once.

    7 votes

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