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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6487 results found

  1. 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

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. Inherit approval settings of Approved document into a template converted from it

    Inherit approval settings of an approved document when it is converted into a template

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  3. Quote builder: notification when product was added by the signer

    The ability for the document sender to receive a notification if the recipient added products using the quote builder.

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  4. Pull Hubspot rich text fields

    pulling rich text field from Hubspot to PandaDoc

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. Search by Document & Template ID

    Ability to search for documents and templates by ID.

    6 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  6. Customize footer page numbers, font size, font color and margins and padding

    Customize footer page numbers, font size, font color and margins and padding

    65 votes

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    9 comments  ·  Content Editing & Design  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you for submitting your idea.  Unfortunately, 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!

  7. Ability for the account owner to restrict members from uploading documents/templates

    Ability for the account owner to restrict members from uploading documents/templates

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Save sequence number for bundles

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

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Calculate value for each row & column wise on the table

    Hi Team,

    We wants to need the features for auto calculating value for each row & column with customized specialty. i have attached the sample file format for your reference

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  10. organize proposals in a pipeline format

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Create a document from multiple objects in Hubspot

    Hubspot Integration: Multi locations - pull info from multiple companies for one document instead of multiple.
    Right now if we have a customer who has 4 offices, we have to do 4 different documents. One for each location. It would be awesome if we could make one document with all of the info for the parent and child offices/companies.

    9 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  12. ACH payment flow for Instant Verification

    To have an ACH payment flow (recipient guide) for instant Verification

    3 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  13. ServiceNow

    Integration with ServiceNow
    ex. tokens, fields, and custom data points
    sync/trigger: When a SOW IS SENT - can it close out a task in ServiceNow and upload a completed document into SN for everyone to view.
    Current workflow:
    documents start in Sharepoint - modified by team, then PD created outside of ServiceNow then pushed into ServiceNow when completed.

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Adding a "Complete" status to the documents with payment gateways

    The documents with enabled gateway integration don't have a status "Completed" when signed, only "Waiting for payment" and "Paid". There should be a transition status added

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Reporting feature in API

    Reporting feature in API

    get a complete data dump of all of our instances documents details with audit trails, trying to perform some analytics of speed of signing

    3 votes

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    0 comments  ·  API  ·  Admin →
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  16. To have an uploaded file converted to an editable document with the original formatting preserved

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. [API] approve the document.

    1 vote

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    1 comment  ·  Approvals  ·  Admin →
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  18. Auto-Reminders For Bulk Send

    Set auto-reminder in one go for documents that have already been sent by bulk.

    25 votes

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    3 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Hubdoc

    Integration with Hubdoc

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  20. Ability to sync Quickbooks 'Products and Services' for use in Pricing Table and Catalog

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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