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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4071 results found

  1. Change Email Title API

    Change the title of an email using API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  2. Ability to hide amount from Clients, Once the document is signed the Sender will receive the document with revealed amount

    Ability to hide amount from Clients, Once the document is signed the Sender will receive the document with revealed amount

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  3. price ranges for quotes

    7 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  4. disable the inbox notification (red indicator)

    disable the inbox notification (red indicator)

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. ability to print forms

    ability to print forms

    7 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  6. ability to create Stripe products from the Stripe payment integration

    ability to create Stripe products from the Stripe payment integration

    7 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  7. Thai language supported by letters only field validation

    2 votes

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    0 comments  ·  Localization  ·  Admin →
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  8. move the value of price/amount on the pricing table

    move the value of price/amount on the pricing table

    2 votes

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  9. IP tracking and filtering

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. Field Validation in forms

    Client wants to ensure if the information entered into the form is the right one - e.g. emial field is filled with an email, name field is filled with name etc.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. Variables with empty values in CRM: replace Variables values if they're left blank. If the token has no value it will show as blank.

    If the variable value is empty in CRM pull the empty value instead of displaying the variable.
    Avoid yellow fields in the document if the value is empty in CRM.

    21 votes

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    Idea  ·  7 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Automation with the internal systems(using freshbook) For invoices and contracts

    Automation with the internal systems(using freshbook)
    For invoices and contracts

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. pull photos of users to PandaDoc documents from Salesforce

    pull photos of users to PandaDoc documents from Salesforce

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Pre assign roles in app

    Would love to see pre-assigned roles carry over into the app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  15. Ability to set Default Role when Inviting new Users

    If the account has custom roles- make it appear as default when a new user is invited.

    Allow Member Role to be a default role when inviting new users.

    9 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Edit Document Creation Variable (system variables)

    Date on front page - in classic is was the date created but you could edit it if needed - cannot edit it now needs to be deleted and written out

    16 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  17. The ability to hide a column for one section in the pricing table

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  18. Add multiple locations/addresses to the same contact

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  19. Image Layout in EV2

    To have the image layout from EV1 to be available in EV2.

    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Update recipients (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts

    Be able to update the recipient (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts

    10 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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