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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. Account role that allows a user to search the entire account documents and download them, but cannot edit them.

    2 votes

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  2. Support upload of videos for documents from Pinterest

    2 votes

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  3. Support upload of videos for documents from Instagram

    2 votes

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  4. Automation for closed lost when the document is expired in HubSpot

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  5. QES in UAE

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Once a document is sent, we don't want users to have the ability to accidentally hit edit since the 'share link' option is right above it. Adding this to the custom role abilities would bypass this.

    1 vote

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  7. A text field would automatically be added based on/containing information that the recipients provided on the document in fields, as a way to group the field information and make the content easier to read.

    2 votes

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  8. Support images in variables. Option to have variables for images

    3 votes

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  9. 1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  10. Trash Bin: Be able to view documents without restoring them.

    3 votes

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  11. The Uidad de fomento currency is called UF. CLF is not an alternative. PandaDoc only shows CLF which is not the same. All contracts in Chile are made in UF. Could you please include this alternative?

    1 vote

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  12. We are wondering if it's possible to have the Line Items from HubSpot populate our PandaDoc Quotation in our specified order. We have a standardised system and are using category conditional logic where we input items into corresponding categories, but we would like to have a bit more flexibility in terms of specifying an order of those line items in our pricing table because as of now it's transferring those items in a random order.

    1 vote

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  13. We now have a Workspace default which is nice to have but it would be better if the Workspace Default could work as a Default in the Workspace.

    1. In forms - If you create a form without the "Attach PDF" enabled, once the form is created and even after enabling the "Attach PDF " in Workspace default. There will never be a PDF attached solely because the form was created without the option being enabled.
    2. If the Option "Attach PDF " is enabled and a form is created, even after the client disables the option in Workspace Default. There will…
    1 vote

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  14. 4 votes

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  15. When payment integration is enabled, the ability to just set value to 0 - allowing no payment to be made. Rather then having to remove the payment integration.

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  16. 8 votes

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  17. Option to integrate with Genie AI

    2 votes

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  18. Preview pptx files in Rooms

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  19. Link two text fields so text continues from one field to another

    2 votes

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  20. The option to automatically charge the payer for succeeding installments.

    5 votes

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    0 comments  ·  Payments  ·  Admin →
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