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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7359 results found

  1. View-only form: only create a sequenced form (document) if the client signs the form

    Disable creation of documents when a form is only used for viewing.

    8 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. Ability to pull the Stripe payment ID from a document

    Ability to pull the Stripe payment ID from a document

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  3. Check box additional settings

    Even though field was not required signers should not be able to complete the document.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Disable Request review notification

    Disable Request review notification

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  5. The option to transfer the fields of an existing form to another form and then simply correct the incorrect fields

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  6. Preview collected files

    We ask customers and our team to submit photos onto documents and having an image preview instead of the file name would be extremely helpful

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Abillity to have an auto reply within proposal/documents

    Abillity to have an auto reply within proposal/documents. Enabling an auto email to send out after a client submits their response to indicate please allow 3-5 days for our team to reply.

    1 vote

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    1 comment  ·  Recipient Experience  ·  Admin →
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  8. CRM Stripe PandaDoc End to End Integration / Transfer Quote IDs and Opportunity IDs from Salesforce to Stripe

    Would like the Ability to pump some Quote ID's and Opportunity ID's from Salesforce for PD send to Stripe. The goal is to use Salesforce to send out a deposit request through PD and take payment using stripe, and at the same time ensure we are able to track the id’s so we can set up automations with the CRM.

    3 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  9. Adding table of contents on .png uploaded files

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Download specific pages of a document

    Be able to download a completed document's specific pages, to share separately.

    18 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. Drag & drop Variables

    The variables could also have the option to be placed with drag & drop as content blocks are.

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  12. Status between waiting for payment and Paid

    Add additional status in between Waiting for payment and Paid such as Payment Submitted"

    3 votes

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    2 comments  ·  Quote to Cash  ·  Admin →
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  13. Option that allows users to populate specific line items from HubSpot into a PandaDoc document based on user-defined criteria

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  14. Integration or useful Zaps to use with HouseCall Pro

    you don't have any good Zapier capabilities or integrations with other software like HouseCall Pro and the like. We should be able to push customer data over and automatically send a specific agreement to a person without having to type everything manually. It's a huge waste of time and is the largest factor in my rating. You need useful Zaps

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  15. GuestRevu

    Integration with GuestRevu

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. HubSpot: keep the document linked if Deal ID changes

    Option to keep document linked in case Deal ID changes

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  17. Ability to upload files in .MSG format.

    Ability to upload files in .MSG format.

    3 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  18. Allow signer to enter email to forward the document to after signing (single signer)

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. [Pricing table] show the the price of the line item as blank instead of zero.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Make it possible for recipients to sign a document with different signatures (if there are more than one signature field assigned to them)

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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