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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7513 results found

  1. [Quote Builder]: The option to set up different Recipient View Settings for the product items as a Default setting

    We have Recipient View Settings for each item in Quote Builder set by default as Edit Quantity/Optional item - toggle off, Pre-select item for recipient - toggle on.

    The client would like to have the option to set up different Recipient View Settings as a default setting for the Quote Builder, for example, Edit Quantity/Optional item - toggles on, Pre-select item for recipient - toggle off. So they wouldn't have to set up those setting every time for the product item that they will be adding to their Quote Builder.

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. attach bundle documents as a single file upon completion

    attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")

    now they are attached as separate files

    14 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Payment gateway with Paystand

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  4. Send the document in HubSpot via SMS

    Send the document in HubSpot via SMS

    https://pandadoc.zendesk.com/agent/tickets/514788

    1 vote

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  5. Recipient verification for documents created via Salesforce

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. Disable Template Gallery

    Option to disable the option to not have users create documents from template gallery if they haven't gotten approved.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Support the X-HTTP-Method-Override header in the API

    Please put supporting the X-HTTP-Method-Override header for API on the roadmap. NetSuite is not alone in blocking http PATCH.

    We currently have our own integration between NetSuite and PandaDoc. As part of that we need to be able to retire documents when we change an Estimate in NetSuite. At that point the existing document is obsolete. So we are trying to use the api to change the status of the Panda doc from a NS server script:

    PATCH https://api.pandadoc.com/public/v1/documents/{document_id}/status/

    However PATCH is not universally accepted as a valid HTTP method and the NS scripting api does not offer it. Instead,…

    2 votes

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    0 comments  ·  API  ·  Admin →
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  8. option to have templates in A3

    option to have templates in A3

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  9. Notary: option to make uploaded Notary signature darker

    Option to make uploaded Notary signature darker

    2 votes

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    0 comments  ·  Esign & Notary  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    Hi. 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!

  10. CRM Transfer from Hubspot to Zoho

    Allow PandaDoc deals from Hubspot to transfer to Zoho

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  11. Turn off the pre-selected radio button when enabling quantity editing in a pricing table

    To prevent a user from sending the document with an unintended value selected.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. Option to Send document from a Generic email

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  13. Restrict sending document with unresolved comments

    Option to restrict sending document with unresolved inline comments

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Option to suspend a user temporarily

    Option to suspend the user and not to delete or transfer the user (temporarily disable the account).

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Completed Form Notifications in Inbox

    Have all completed form notifications go to the Inbox. This would be helpful for the clients that have email deliverability issues.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. Can we have a feature that could trace how many trees we've save while using the paperless transaction through using PD?

    I have a client who is curious about how many trees they've saved up while they're using the paperless transaction of PD.

    They want to know their stats on this, in terms of sustainability.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  17. Ability to create a document from a template in Salesforce from a direct link

    • will allow a user to click Button URl to create a document.
    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  18. Improve form results user experience

    Improve Form results user experience, meaning instead of downloading the results as a csv file, that is not the best user experience we could:

    1 - Open form results and statistics on our platform where users could see the form results over time, trends and other potential data.

    2 - Have one or more integration actions such as Open Results on Google Sheets or Open Results on Online Office Excell.

    Option 1
    Pros:
    - Brings more value for our clients, as we can continue to improve the user experience and the capabilities of our product.
    - We can reuse some…

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. Number of Pages on Docs Statistics (environmental contribution)

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  20. Notifications setting via PandaDoc Mobile App

    enable/disable notifications setting via PandaDoc Mobile App

    13 votes

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    1 comment  ·  Mobile  ·  Admin →
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