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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7248 results found

  1. Remove Terms and Conditions message for CC recipients

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  2. Update Opportunity Products trigger should ignore any documents added to this Opportunity that change their status after Opp is closed

    Once the Opportunity is closed, Update Opportunity Products trigger should ignore any documents added to this Opportunit that change their status.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Pricing Table: Set a Min/Max on Quantity when it's Editable for Recipients

    Be able to set a Min/Max on Quantity when it's Editable for Recipients

    7 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Hubspot mobile app

    Ability to use the hubspot mobile app with PandaDoc

    16 votes

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    Idea  ·  6 comments  ·  Integrations - HubSpot  ·  Admin →
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  5. App's interface in Spanish (editor itself)

    11 votes

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    Idea  ·  1 comment  ·  Localization  ·  Admin →
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  6. alternate PandaDoc interface that doesn't use logos when we needed

    alternate PandaDoc interface that doesn't use logos when we needed

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Option to see who deleted the document in Audit Trail like in EV1

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Document Forwarding Help Text (Change forward button text and make it more visible)

    Customer needs some kind of help text for when a recipient needs to forward a document. When it gets to them, they do not really understand how to forward.

    Would be great to have help text or a walkthrough on the forwarding option (or just make it a little more visible) so its clear what to do on the recipient end.

    5 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  9. SEPA Direct Debit

    Ability to set up SEPA direct debit through PandaDoc

    22 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. Allow deleting PandaDoc documents from Pipedrive

    I use the PandaDoc integration in Pipedrive. Is there a way to delete draft contracts from pipedrive without having to log into panda doc and search for the draft?

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. The ability to have switch the interface of the site into different languages.

    7 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  12. Pass files from SalesForce files to PandaDoc

    Pass files from SalesForce attached files to PandaDoc document as attached files

    11 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  13. Recipient: Signature field options

    • Add the ability to set different from black signature color.
    18 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  14. Different products from Pipedrive into different pricing tables

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. the name of the document created from an opportunity in Salesforce includes the template name + the opportunity name

    Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/39804400

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. Format messages (new paragraphs, etc.) for documents sent via API

    While sending the document via API, it there a way to format the message? or is there a way to use a saved message? Currently we are not able to format it like adding newlines and as a result the email comes out to be a large blob of text.

    6 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  17. Custom columns are not hidden by default

    When a custom column is created in the pricing table via the API call, it is hidden by default and you have to make it visible by going to the "Add column" button -> Select column in the pricing table. The feature request is to get this custom column visible by default

    4 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  18. SF product mapping: Map both flat and % tax amount

    Ability to pass both formats of taxes simultaneously

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Redlining - Keep the document Grand Total

    Grand Total value should not disappear from a document that was subject to the redlining process

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. Payment schedule calculations

    6 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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