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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2991 results found

  1. Set the image size with an API call

    5 votes

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    0 comments  ·  API  ·  Admin →
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  2. A report of all documents created in PandaDoc showing the associated Hubspot deal

    Have the ability to get a report of all documents created in PandaDoc showing the associated Hubspot deal that those documents are created from

    5 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  3. initials field - customization

    initials field - customization/personalized/modify

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  4. Importing Product Bundles from CRM

    Will allow the user to import Product bundle from the CRM

    5 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  5. export the template details into a spreadsheet

    export the template details into a spreadsheet

    5 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  6. Notifications for cc recipients whenever document is signed by a Signer

    5 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. download old version of templates/documents without needing to switch to old version in version history

    download old versions of templates/documents without switching the document/template to its older version via version history

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  8. Add new public API to download a PDF version of a Template

    From the API there is no way to download a PDF format of a Template

    5 votes

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    0 comments  ·  API  ·  Admin →
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  9. [Pricing table]: show line item fee total in the total

    Option to show line item fee total (similarly to line item tax total) in the total of the pricing table

    5 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!

  10. Apply pricing table number of decimals to calculations also

    At the moment the "Number of decimals" pricing table influences only the way the number are displayed. The user also wants to be able to use this setting for the way the number are calculated in the pricing table.

    5 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!

  11. Ability to add links/modify notification message sent to recipients

    For example, the recipient receives a service agreement included in the reply to them after they have signed the contract.

    5 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  12. Save sequence number for bundles

    If 2 documents with sequence numbering are bundled, sequence numbering should be preserved.

    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  13. Option to show the signer who completed the document in the reporting feature

    Will allow the user to view who signed the document in the reporting feature

    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  14. Ability to strike through text or content.

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Always open a document in a new tab

    When opening a new or existing document, it would be great if it would always open automatically in a new tab. This would make changing between different documents easier.

    5 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  16. Draw block on documents and templates

    A block which allows to draw in it; a function to draw images in the templates/documents.

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Hide recipient info on sent document (initials + email) from other document recipients

    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  18. automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc

    automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc

    5 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Formula Validation Field (see description)

    Feature request for formula validation
    A Formula Validation Field would allow users to create complex calculations based on data entered into a document, and then validate those calculations against predetermined criteria. For example, a user could create a formula that validates if the SIN number correct.
    Here is the formula for that: http://www.straightlineinternational.com/docs/vaildating_canadian_sin.pdf
    This would help to ensure that the information in the document is accurate and consistent.
    I believe that this feature would be particularly useful for users in industries such as finance, accounting, and project management, where complex calculations are often required. It would also help to streamline…

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Ability to hide the prices in Pricing Table with a single click, instead of hiding one column at a time.

    Ability to hide the prices in Pricing Table with a single click, instead of hiding one column at a time.

    5 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!

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