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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6042 results found

  1. Let the customer select optional items in pricing tables without assigning a field

    I would like to be able to enable the customer to toggle an optional item in a pricing table without having to add a random field

    30 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Link2CRM Linking documents to objects other than deals

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Option to use the format of saved Content Library Item when adding to a new document or template

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Ability to Change Recontact Email on Expired Document prompt

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. multiple owners / senders of a document

    7 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  6. ability to see who from team members opened a document

    ability to see who from team members opened a document

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Ability to turn on the pop-up that prompts users to make the payment once they want to leave before pressing pay.

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  8. PipeDrive: Add PandaDoc contacts to PipeDrive

    Ability to pull created in PandaDoc contacts to Pipedrive

    9 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  9. Signature connector tool

    Ability signature too for applications or forms that are not in panda.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. email reminder notification to my customers at least 30 days or so prior to their contract renewal date.

    email reminder notification to my customers at least 30 days or so prior to their contract renewal date.

    10 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. Auto-send another document once a field filled out in one doc

    1 vote

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. The ability to set up permissions, so the internal account users couldn't download the documents created by other users but could view and a

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Payment price discount if paid in certain period of time

    3 votes

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    Idea  ·  2 comments  ·  Quote to Cash  ·  Admin →
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  14. Print Documents directly from PandaDoc

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. Role Options for Upload File via HubSpot

    Shared a workaround with client, but Inga's team sometimes still chooses to upload files via the HubSpot. When they do this, it auto cc's everyone on the deal (sometimes up to 100 people). If rep isn't paying attention, they send to all those people. Would prefer no one is auto cc'd and they have to assign recipients.

    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  16. Suite CRM

    Integration with Suite CRM

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Pull user email address from Contact object in MS Dynamics

    Pull user email address from Contact object in MS Dynamics

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Apply borders to uploaded image blocks

    Ability to add borders to the uploaded image.

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Hide the payment information in the completed documents once they are signed

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Freshsales custom fields as tokens

    Make custom fields in Freshsales visible as PandaDoc tokens.

    3 votes

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