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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6080 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. Print Documents directly from PandaDoc

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. 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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  11. Suite CRM

    Integration with Suite CRM

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. 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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  13. 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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  14. 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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  15. Freshsales custom fields as tokens

    Make custom fields in Freshsales visible as PandaDoc tokens.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. Clone account Roles

    A way to clone current account roles and edit their permissions for custom account roles

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Fattmerchant

    Fattmerchant Payment integration

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. The ability to make the only available date the day each person signs

    2 votes

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  19. Stripe: Detailed Line Items from Pricing Table

    With the Stripe integration, it only charges the customer the total amount, but never lists out the line items/that info never travels to Stripe. Is there any way through config or api that when a document is complete it pushes the pricing table items out as well?

    7 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  20. dates

    The "Past Dates" and "Future Dates" options for the Date Field properties should not include the current date as an option for the user to select. For example, the Past Dates property for a Date of Birth should not allow the current date to be selected for the person(s) signing the document..

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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