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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7202 results found

  1. The ability to set your custom variables at the account level and their default values at the account level would be fantastic.

    If we have the current hourly pricing trickled through out multiple documents, its a pain to update, but if we have the variable in the document and then can update the price tied to that variable, that makes it way easier.

    6 votes

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  2. document value should be changed to the paid amount

    3 votes

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  3. 9 votes

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  4. I get complaints from our branding department, that the PandaDoc PDF's are saved in cmyk in stead of rgb.
    Which means the colors don't match with our other documents and website

    1 vote

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  5. 20 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  6. 4 votes

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  7. sending a document out only after a payment is submitted

    2 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  8. 3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.

    14 votes

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  10. PandaDoc Salesforce Integration sends an error message for invalid emails

    1 vote

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  11. integration with Autotask

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Make images in the ws list look beautiful.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. 2 votes

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  14. add Facebook pixel to PandaDoc

    6 votes

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  15. 3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. Searching a contact within the Contacts tab by postal code/phone number/street address

    4 votes

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  17. Basically we're looking for an opportunity to use PandaDoc for our on-site final paperwork so we can collect payment at the end of the service. Swiping a card has a smaller processing fee than keying it in directly, so if we had the option to swipe a card instead of key it in, we would want to use that.

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  18. 7 votes

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  19. Ability to create HTML email templates and footers for document delivery.

    9 votes

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  20. Remove X sent you the document from the email.

    7 votes

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