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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7484 results found

  1. to enable a client to forward the document to more than one recipient.

    to enable a clinet to forward the document to more than one recipeint at a time. If a Committee needs to review the document, then it's really time consuming / unrealistic to expect a prospective customer to forward the email multiple times. In this day and age, its expected to forward to many users in one action.

    5 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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  2. Expanding on hidden fields

    It would be awesome if we could have hidden fields to be shown after a document was signed. I was imagining having a "notes" section where the sales person could get specifics for each line item so there can be an easier hand off from the salesperson to the project management team. Currently once the document is signed the hidden field cannot be unhidden. I could also see a world when you download the copy of the doc if you had the option to download it "unhidden" as well.

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Refresh Pricing table and Data with MS Dynamics

    Andrew at Brainstorm would like to have the ability to refresh pricing table and data with PandaDoc Documents hosted in their CRM MS Dynamics.

    4 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  4. [Document.Version] variable.

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. Use workflow trigger from Hubspot to update deal status once a document has been signed

    Use workflow trigger from Hubspot to update deal status once a document has been signed

    5 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  6. Automatically send the documents after renewal

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  7. Transfer / swap user licenses from one user to another

    Ability to transfer existing licenses from one user to another without having to remove/re-add the user

    34 votes

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    3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. ItsMe

    Integration with Itsme

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  9. Detailed User report that shows each user's performance, how much they bring in, what their close rate is, and etc.

    Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.

    19 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  10. Get(retrieve) document chat messages via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  11. Adjust Fields design (example: Option to hide or remove the orange outline from the checkbox field or set a background)

    Remove fields borders and set slight light when you are hovering over the field (as in pdf fillable forms)

    23 votes

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    Idea  ·  5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. average time spent per page that recipients spend on all documents created from 1 template

    average time spent per page that recipients spend on all documents created from 1 template

    8 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  13. Profile (Intuit tax software)

    Integration with Profile, intuit tax software

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Ability to organize the Smart content into folders.

    Ability to organize the Smart content into folders.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Workwave

    Integration with Wokrwave and ability to use Collect card details field with this integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. disable SSO login page option

    disable SSO login page

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. search/filter/manage documents by SKU

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Reminder customization: Customize the text in reminder message

    Customize the text in reminder message

    381 votes

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    39 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. Reorder rows in a pricing table: a way to adjust the subtotal to show the price qty before tax.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Pipedrive: document report

    it would be good to run a report so deals that have Pandadoc and Pipedrive values that do not match coming up

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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