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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7431 results found

  1. multiple choice with Zapier

    pull the information that client selected with multiple choice with Zapier

    8 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  2. Google Slides

    integration with Google Slides

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  3. Download Chat / Private Message transcript

    Option to download private message /chat on a document.

    18 votes

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    Idea  ·  6 comments  ·  Documents & Data Management  ·  Admin →
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  4. send emails from the Company name

    Ability to send documents from the Company name. So when recipient open messenger he/she will see that it was sent from the company, not from user's name

    20 votes

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    Idea  ·  5 comments  ·  Recipient Experience  ·  Admin →
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  5. A document reference number to use for locating/identifying a document within PandaDoc-that can also be referenced by PandaDoc Support team

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. HMAC 512 version for Webhooks

    On our side we're able to read only HMAC signatures in version 512 but you offer only HMAC-256. Are you able to bump-up the HMAC version (or add as another option) or enable option for send custom header with any kind of secret string for verify webhook?

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. Bitrix24

    Integration with Bitrix 24

    10 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  8. Field tags: Auto Place Field Enhancement: Auto Place fields even without field tags.

    Auto Place fields even without field tags.

    21 votes

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    Idea  ·  4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Support ticket log

    Ticket log for account so users can see what other tickets have been submitted/what others have asked about.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  10. Edit profile info in the mobile app

    The option for the client to have the same settings as the webapp in the moblie app.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  11. Conditional logic for Hubspot

    Allow conditions for the HubSpot integration. For example, if the field in HubSpot has a certain value, allow an image to populate based on what the value in the field is

    5 votes

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    Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Admin →
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  12. Badge numbers iOS

    Please fix the bugging badge numbers on iOS. It’s impossible to reset them.

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  13. Increased document total after auto-renewal

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Automatically Calculate Exchange Rate

    Wants to enter one product list in USD and then when change currency, it updates with the exchange rate (europe and asia mainly). see having 10-15 currencies needed over the next few years

    9 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Set client's default email subject (automatic subject)

    Set client's default email subject (instead of X has sent you the document).

    102 votes

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    11 comments  ·  Recipient Experience  ·  Admin →
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  16. Automatically remove users from PandaDoc

    Remove users from Office 365 (Microsoft CRM) --- automatically removed from PandaDoc (sync trigger based on "disabled")

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Making documents created from a Hubspot Contact automatically inherit the Contact's name

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  18. Add audio to the document

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. total Value either at the top of the bottom should be present

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Pass images from CRMs to documents using tokens/variables

    ability to make images as dynamic field or as a variable

    66 votes

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    14 comments  ·  Fillable Fields & Variables  ·  Admin →
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