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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5387 results found

  1. allow payment forwarding after another recipient signs to a user this isnt a recipient

    allow payment forwarding after another recipient signs to a user this isnt a recipient

    6 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  2. Automatic PDF attachment to email within the Bulk Send feature

    Ability to automatically attach a PDF of completed document to email when using the Bulk Send feature.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Autoassigning recipients to roles in CRM integrations

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  4. Ability to format custom product fields from Salesforce

    Ability to pass custom product fields from Salesforce as currency.

    5 votes

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    0 comments  ·  Integrations  ·  Admin →
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  5. Hide document amount for payment before it is signed

    1 vote

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  6. Paperform

    paperform native integration: pull data from new submission to the doc

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. Pop-up with customizable text when a recipient declines document

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  8. Cross-site tracking

    Allow integrations (Hubspot in particular) work without enabling cross-site tracking.

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  9. Download the embedded template before signing

    Download the the embedded template before signing.

    4 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  10. Ability to send a completed PDF to both the sender and the recipients.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. include the Bill To First and Last Names to Authorize.net payments

    include the Bill To First and Last Names to Authorize.net payments

    2 votes

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  12. Zoho Invoice

    Zoho invoice integration.

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. TaxJar

    TaxJar integration

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Change the email body for notifications to CC'd recipients

    So when you are CC'd into a document, it looks like you have been sent it to do something with it. It is only when you open it there is nothing for you to do
    In the email it doesn't say that you as the CC'd person are being copied in. Just a different body email for CC'd recipients would suffice.

    8 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  15. [zoho] [hubspot] Ability to pull images from CRM to pricing table.

    11 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) 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!

  16. Be able to auto-complete the document on senders end upon sending it so they no longer have to finalize on their end.

    Customer's statement:
    Date, signature, textfields - as long as you have compelted these before sending the document and have applied the auto completion option, I no longer need to go back to the document and fill the said fields again

    4 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  17. Change the color of a default contact picture

    It's set randomly now for every new contact.

    10 votes

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    1 comment  ·  Other  ·  Admin →
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  18. Adjust expiration warning timeframe

    Ability to adjust the expiration warning in PandaDoc. Right now, you can only choose to warn signers one day before expiration.

    9 votes

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    3 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Search by Company

    Martin would like to be able to search in the global search tool by company and find which and how many documents have been sent to that organization. Perhaps this could be a part of advanced reporting.

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Scheduled bulk send: the ability to set up bulk mail to have it sent out documents automatically in the particular time

    3 votes

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    1 comment  ·  Automations  ·  Admin →
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