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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6539 results found

  1. automatic collection - stripe

    automatic collection - stripe

    help collect payments that ​​may have otherwise been unsuccessful

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  2. Apply the search in the product catalog to similar words, not just identical ones

    a way to search for words appearing anywhere in the item record

    3 votes

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  3. Conditionally display fields mapped over from salesforce

    specifically where IF Auto Renew = Yes (being the value mapped over from salesforce) THEN do not display this row

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  4. Ability for recipients to edit the document

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Search for product catalog items by category

    Option to search for product catalog items by category

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  6. Edit font family for catalog items Name and Description within Catalog

    Edit font family for catalog items Name and Description within Catalog

    4 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  7. Import contacts with their addresses through the Gmail

    Be able to import contacts with their addresses through the Gmail button.

    2 votes

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  8. get a link to populate that could be sent directly to the signer when we export status reports?

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. Signing order for CC recipients: CC person view first then only the signer recipients need to sign

    Signing order for both for CC recipients and signers

    7 votes

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    1 comment  ·  Esign & Notary  ·  Admin →
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  10. Payment required to view the document

    Allow a feature to lock the document to a payment. This would require the client to submit a payment before being able to view document.

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  11. Support .XML file type

    Upload .xml files

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  12. conditional fields based on CRM field value

    For the conditional fields to be activated as soon as the property is filled in HubSpot no matter what is filled in.

    2 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  13. jump to the change to see what the effect is of the undo.

    When you undo something in a long document the change can happen off screen. It may be beneficial to jump to the change to see what the effect is of the undo.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Allow e-mail address with a space at the beginning or end in a required field

    When a recipient is filling out their e-mail address, they will inadvertently put a space at the beginning or end, which shows the field still needing to be filled in

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  15. Analytics on links clicked within the document

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Set a date range for recipients to choose from on date fields

    Set a date range for recipients to choose from on date fields

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. Compare Files feature

    ability to have a tool that can be used for PDF comparison. Compare Files feature in Adobe Acrobat

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  18. Set pricing table currency upon document creation via API

    Specify the currency for the pricing table in the document when creating the document via API

    4 votes

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    1 comment  ·  API  ·  Admin →
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  19. Option to lock recipients so they can't be removed by other users

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  20. Automatically replace yellow brackets in the uploaded document content with pandadoc custom variables

    Automatically replace yellow brackets in the uploaded document content with pandadoc custom variables

    3 votes

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    1 comment  ·  Automations  ·  Admin →
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