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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. Currently, when a document is deleted via API, it is deleted permanently. Have an option to have a document in the trash folder in case it was deleted via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  2. Option to see "Shared with me" tab when using mobile app (on Android and iOS)

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  3. 2 votes

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    0 comments  ·  API  ·  Admin →
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  4. I need a "Printed Name" box field that auto populates the clients name instead of a "text box" for them to write out their name. when I ask for a document to be signed it always needs "printed name" and "signature" but right now Pandadoc only has the option for clients to write out their name manually

    1 vote

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  5. Merge PDF/ Docx file on Monday.com with PandaDoc document automatically

    1 vote

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  6. When manually updating a document status and adding a note to why it was closed, it would be nice to have the note somewhere on the document. Right now nothing shows up on the document when it is closed out and a pdf sent to both myself and the customer. Not having the reasoning why this was closed out and a signature not collected make me have to go back into PandaDoc to track this down. It would be nice if right from the document you could see this information.

    1 vote

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  7. Option to use formulas in Quote builder, for example, calculate [Quote1.Subtotal] * 0.1 in custom field

    3 votes

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  8. Looking for an option to hide sections in the quote builder for users who want to add a section but don't want their client to see it.

    3 votes

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  9. NetDocument integration

    1 vote

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  10. Need the ability to duplicate a set of radio elsewhere in the same document/template. There are state and federal forms that this functionality is needed (for example, State of Florida Do-Not-Resuscitate Form). Competitors already have this functionality.

    1 vote

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  11. I would like to know if it's possible to sync the Subtotal field from a PandaDoc template with the Opportunity Amount field in Salesforce. Ideally, when a new template is created/updated in PandaDoc, the subtotal would automatically update the opportunity amount in Salesforce.

    3 votes

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  12. Currently you can only map properties to HubSpot from templates. I'm making a template with a lot of conditional logic which requires me to create Content Library items as building blocks. I would really like to be able to map my questions in these building blocks to HubSpot properties.

    1 vote

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  13. Option to hide specific fields, such as price and cost, in the Catalog for certain account users.

    2 votes

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  14. pass mobile and phone number from salesforce

    For now, only one number mobile or phone can be populated

    2 votes

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  15. When creating a document, we get to automatically populate fields by mapping the relevant hubspot properties.

    Hubspot now has support for 'Sensitive' and 'Highly Sensitive' properties which contain details like payment cards, government ID's etc. These properties are not available currently as tokens to be mapped into PandaDoc.

    It's a hassle, because everything comes over, and then we have to manually copy all the 'sensitive data'.

    In my search of a solution, Hubspot's documentation says that PandaDoc development needs to request access to these new sensitive and highly sensitive property 'Scopes' in order to allow mapping tokens to be used.

    2 votes

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  16. Option to upload a custom font from Type Together

    2 votes

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  17. Ability to retrieve data from document Data fields via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  18. Right now, the behavior is that only the email address will convert to the PandaDoc recipient, and the user will have to go and add first and last name so the recipient does not sign a document with the email address.

    2 votes

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  19. Bi-weekly billing period option for recurring products

    4 votes

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  20. The Drop Down items should have facility to change font and be turned Bold so that when option selected should come in Bold on the document.

    1 vote

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