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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6782 results found

  1. map pricing table footer items to CRM fields

    Make pricing table footer fields available for custom mapping

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Add value on textfields using CRM variables

    5 votes

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

    3 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  4. 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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  5. Braintree

    Ability to use braintree as a payment gateway

    4 votes

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

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  7. Web version for mobile

    Improve the web application version for smartphones and tablets: so it is easier to move blocks/fields and resize them (in particular).

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  8. Antivirus should not trigger document status's to move to viewed.

    Michael from Autodesk reported that their PandaDoc document recorded 1 second of view time for each user shortly after they sent it.

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  9. 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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  10. 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  ·  Payments  ·  Admin →
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  11. 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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  12. 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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  13. 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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  14. Ability to sign with approved certificate

    I have a question: If one of the signers needs to sign with his approved certificate, is it possible toload one for a signer in Pandadoc? a signer has a statury position, it means that he has a legal responsibilty. He has a certificate provided to him by an approved authorization company. So he needs to sign with this certificate and it need to be shown inside the document
    Is there a way to load a certificate per signer?

    2 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  15. Separate Tag column in document list

    Separate column where tags are listed when viewing documents in the list view.

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  16. API: field tags

    1. To set which from several identical field tags will be populated automatically;

    2. To set date field tag with the date of the opening the document by the client automatically.

    3 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  17. A way of marking a completed document as amended

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Let recipients invoice a sender

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Use customer name and address and not billing email in Quickbook Payments

    4 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  20. [Comments] Ability for recipients to send private comments

    2 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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