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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6413 results found

  1. Sending the document to CC without sending it to the first signer

    Send the document to CC and give him the possibility to transfer the document to the first signer.

    6 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  2. Sequence number change

    Possibility to change sequence number after the document has been sent.

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Approve document in mobile app - Editor 2

    4 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  4. Require opportunity approval in order to allow a user to send a document

    Salesforce integration - Would like to deactivate the "create document" button in the iframe until the opportunity is approved in salesforce (not closed won). Once opp is approved, then the document creator has access to create and send the Pandadoc. Alternatively, allow document creation but restrict sending until opp is approved in salesforce. Customer does not want the document to be sent out at all (even internally) unless opp is approved first.

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  5. Remove Email Notifications When Sending on Behalf

    Right now, when you send a document on behalf of another user, that user is automatically notified by email since "they" sent the email. The request is to remove them from this so they are not "bombarded" with emails.

    5 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  6. Pass formula fields from Freshsales with commas

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. default option to make items optional or qty editable in the pricing table

    4 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  8. Make the upload field contents available to all recipients

    5 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. [Partner] Restrict workspaces from adding more licenses than allotted

    Ability to allocate licenses to specific workspaces and lock the number of licenses they're able to add.

    3 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Pull different products from Salesforce into different sections of a pricing table

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Add value on textfields using CRM variables

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Ability to move folders within the catalog

    3 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Protected PDF's from API download

    When PDF's are downloaded via the PandaDoc API protect the PDF's to show verified signatures in adobe.

    2 votes

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    Idea  ·  2 comments  ·  API  ·  Admin →
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  14. Braintree

    Ability to use braintree as a payment gateway

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. discount to pass in Zoho(if not quotes)

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. The ability to come back to the previous version of pricing table EV2

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  17. Simplify the Stripe checkout process for in-person signing

    All I'm asking is to simplify the checkout process for Stripe payment gateway. Although it's not a HUGE deal, when signing in-person and trying to capture a payment quickly, it makes things difficult and long. In my case, the payment wasn't working so I had to retype all the information 3 times which took a long time to do.

    It would be great if you can either scan a card or use Square's reader inside the PandaDoc app.

    3 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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  18. The ability to have an email in the approver group, that would not receive an email every time an approval is required

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  19. Automatic page creation (Ev2)

    Automatic creation of blank page when the text leaves the borders of the previous page (Ev2).

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  20. ability to link a custom field in Salesforce to the grand total (document value)

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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