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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6974 results found

  1. When creating a document from a deal in the CRM automatically convert the currency. From one currency (euro) in CRM deal to another currency when creating proposals.

    2 votes

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  2. Ability to break up the date field into 3 fields: one for the day, one for the month, and the other for the year (with autofill)

    2 votes

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  3. enable and manage approval workflow on document level instead of having to set this on the template level.

    11 votes

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    2 comments  ·  Approvals  ·  Admin →
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  4. Customer wants to be able to edit the message that displays when sending via SMS. Right now it's greyed out with a message box pop up reading: "Messages sent via text (SMS) cannot be changed."

    5 votes

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  5. The customer would like the option to control the sequence in which the "Next" button navigates between fields. They want to determine the specific order in which the button jumps to different fields.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  6. A feature that enables users to click on a comment within a document and be taken to the exact spot of the change in the document. The system should highlight the change for easy identification.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  7. Option to edit suggestions made by signers so they can accept of reject them.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  8. Allow users to view the SMS opt-in and opt-out status of contacts directly within the PandaDoc platform

    1 vote

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  9. Allow saved messages to be categorized, to make it easier to locate the message you are looking for to use as a template, rather than having to scroll through the entire list.

    1 vote

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  10. ability to enable sms notification when documents are sent, viewed and completed

    4 votes

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  11. Integration with Connect Booster as a payment gateway.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  12. Option to use Arabic numbers in pricing tables/quotes

    2 votes

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  13. 2 votes

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  14. 5 votes

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  15. Instead of having to use 2 templates it would be nice to have the option through API to toggle on/off the payment gateway.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  16. Have the option to fill in data field values for templates/documents in bulk instead of one at a time.

    1 vote

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  17. For example: I want to create a "Group A" and when a document is created by someone belogning to "Group A", then I set an approval workflow.
    I might need to create several groups within my whole org and being able to use filters based on groups on my workflows.

    9 votes

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  18. Add and remove line items in Pipedrive whenever a document status changed

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  19. It would be great if there was a way to make drop down boxes and smart/conditional content blocks mandatory to complete i.e. if there is a box the user must give an answer/complete the box/not bypass it. As far as I can see it is only variables that are mandatory/flagged as not being completed?

    1 vote

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  20. Please provide an option to filter by a range of dates to download completed form data in a csv file.

    With over 8,200 form submissions in one of our forms, it takes FOREVER to download the csv file. We need the data in this format. The operation often fails, and we have to try it again and again. :(

    If we could have the option to limit the data to download to a narrower window (i.e. the last 1 or 3 months), it should reduce the processing time. Right now, the download csv for form data is nearly unusable.

    Thank…

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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