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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7636 results found

  1. Sort templates shown when creating documents via CRM integrations

    Sort templates when creating documents via CRM integrations by Title, etc.

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. Attach a completed document to a new one: link documents conditionally

    Completed document being sent to a placeholder of a new document

    10 votes

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    1 comment  ·  Automations  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

    Hello Ksenia,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding Completed document being sent to a placeholder of a new document! We highly appreciate it!

    Would you be so kind as to elaborate on how you'd like the feature to work for our customer? This would really help our team to prioritize the feature request if you could provide us with a couple of details on this.

    We appreciate your time and looking forward to hearing back from you!

  3. Make form responses (documents) visible to the form owner only

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. There should be an option online to change the subscription plan to Free eSign plan.

    There should be an option online to change the subscription plan to Free eSign plan.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  5. Customize who receives email notifications

    As of right now, email notifications (viewed, completed, failed) are sent to whoever sends the document. This feature would allow for that to be customized- allowing for different individuals to receive these emails.

    79 votes

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    10 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. Option to filter documents by integration linked / not linked status

    Option to filter documents that is not linked to an Integration.

    -will allow the user to filter document that is not linke with Salesforce, HubSpot etc.

    6 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  7. instead of having all the forms attached to one it would be separate

    I have a question. I need to put a packet together for employees but i was wondering is there a way i can do it on here like instead of having all the forms attached to one it would be separate if you get what i mean
    So you do not want to have them all within one document but attached somehow to send them altogether?
    yes like one doc is the handbook to sign then another doc is the w9 but not in the same doc but in the same package that will be sent
    Like a on boarding…

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  8. The option to import the whole folder with documents without an error.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Customize/select/personalize email messages for multiple recipient/signers

    Be able to select/customize/personalize a message for each recipient when a document is sent to multiple recipients.

    40 votes

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    2 comments  ·  Other  ·  Admin →
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  10. add collaborator through API while creating a document

    add collaborator through API while creating a document

    11 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. Use text values in pricing column: add text to the price column in the pricing table

    add text to the price column in the pricing table like: To be determined instead of the price

    https://pandadoc.zendesk.com/agent/tickets/371750

    6 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. Automatically make Hubspot Deal owner to be a new document owner

    2 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  13. PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)

    PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)
    Goal: reduce applications for users to log into. View PandaDoc reporting within iFrame in Salesforce.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Remove documents from timeline on the dashboard

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Add a "check" option under the payments tab on the right

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. Create one quote using multiple deals in HubSpot

    Is it possible to create one quote using multiple deals? What I’m curious about is if a PandaDoc quote allows you to include all of the products from multiple HubSpot deals to appear in the editable pricing table of a single quote? Rather than creating separate quotes for each deal.

    13 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  17. pull the variables from various boards / objects and use them across the PandaDoc document

    pull the variables from various boards and use them across the PandaDoc document

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. Random proposal numbers: option to set document sequence numbers to be randomly generated rather than follow the sequence order.

    Option to set document sequence numbers to be randomly generated rather than follow the sequence order.

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  19. Rounded pricing table design and not just plain box

    customer wants rounded table design and not just plain box

    4 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  20. Ability to use different PayPal accounts within one PandaDoc workspace.

    Ability to use different PayPal accounts for different templates within one PandaDoc account.

    5 votes

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    0 comments  ·  Integrations  ·  Admin →
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