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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7266 results found

  1. Option to download PDFs in PDFA format

    For enterprise plans, where long-term archiving may be required, allow for a UI option to download the PDF representation of Document using a PDFA (Archiving) format. This should also be an option for Webhook attachments (and any other API end-point that might include a PDF download).

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call.

    Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call.

    4 votes

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    1 comment  ·  API  ·  Admin →
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  3. Set a Document Sender per specific template: The ability to pre set a default email address per template to be sent from.

    To have the ability to pre-set at the template level, a default email address from which a document would be sent.

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. More comprehensive pricing table design settings

    Have pricing table global design settings (section header typography, text typography, description typography) also available in design settings of a single pricing table

    18 votes

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    4 comments  ·  Content Editing & Design  ·  Admin →
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  5. Confluence

    Integrate with Confluence to add digital signatures to Confluence pages.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. Allow all compatible objects/tables for linked-objects

    Our (create) linked-objects API call only allows for a subset of compatible CRM objects.

    We should match all of the compatible CRM objects that our CRM AddOns are configured for.

    For Hubspot, that would be:
    * Contact
    * Company
    * Deal

    For PipeDrive, that would be:
    * People/Person
    * Organization
    * Deal

    If we can link to the object from the AddOn, then our API should handle it as well. The allowable Salesforce objects seem to follow this model by allowing for multiple objects/tables.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  7. Accept Variables with Blank Value in Smart Content

    The functionality to see a variable has a value or is blank within a smart content block

    5 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  8. allow recipients to choose a payment method

    allow recipients to choose a payment method

    10 votes

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    5 comments  ·  Quote to Cash  ·  Admin →
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  9. Remove all required fields at once

    remove all required fields at once

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  10. Add object number and client name to the Pandadoc tab in Microsoft Team integration to simplify the search process throughout the recently c

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  11. add collaborators via mobile app

    add collaborators via mobile app

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  12. Can we put the Total before discount as an option in pricing tables?

    Can we put the Total before discount as an option in pricing tables?

    I think it would be nice to be able to show a summary of the kind of discount our clients are getting just in case they need that extra nudge to sign.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Pinch

    Include Pinch as payment gateway

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. 2 way sync with Active Campaign

    Option to link documents from PandaDoc to Active campaign

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. The ability to edit fields as you are using the 'Tab' button on the keyboard to navigate.

    Currently, when you use the 'Tab' button on the keyboard to navigate through fields on a document, you still have to click into the field to edit it. This feature request is to ask for the process to be more seamless as PandaDoc users are working through a document that may have many fields.

    12 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  16. Notion

    Notion integration

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  17. [Global Setting] disable the ability for the clients to forward all existing agreements at once

    [Global Setting] disable the ability for the clients to forward agreements

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Setup which PandaDoc activities are shown in HubSpot activity feed

    Option to setup which PandaDoc activity is shown in HubSpot activity feed. For example, show only sent documents.

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  19. [HubSpot] Trigger that will update Deal with data from the completed PandaDoc form/document.

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  20. Option to view/upload the stamp in the mobile app

    • Will allow the user to upload and view stamp in the mobile App
    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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