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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7686 results found

  1. More precise error message in HubSpot

    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  2. Option to rearrange / reorder the documents in the documents list

    option to move the documents in the list

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Conditional logic for Payment block

    Payment block populates only if the customer selects "credit card" as the option for payment.

    16 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  4. Pull values to Pricing Table custom columns via Zapier

    At the moment custom columns of the pricing table are not displayed in Zapier Products section (Create document Action) and therefore they are not available for filling in.

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Pull info from Salesforce into PandaDoc fields

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Dictate which folder a document goes to when it is created within Salesforece

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. restrict document owner to sign before document approval

    restrict document owner to sign before the document is sent for approval

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  8. Audio Clip Upload

    Ability to upload audio files like mp4 to PandaDoc documents

    6 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  9. [French localization] Translate subject in the emails

    Change the language of the subject in the email

    7 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  10. Restrict users from editing completed docs

    9 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  11. preassign a person to a role on a content library item

    1 vote

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  12. See the document recipients in the email notification

    Is there a way to see all recipients in my email... as part of the email that comes from you guys?

    9 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  13. Notification sent to team member when a document is sent

    3 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Improve API to better integrate with Power BI

    The ability to integrate the documents response to analytics tool such as power bi dashboard / Enhance the API data to provide the required fields by AWR

    3 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  15. Deactivating Contacts

    Deactivating Contacts Option
    - Having an active contact folder or option
    - Having an inactive contact area

    7 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  16. Document into Folders

    Submitted forms thru Template embedding to go to a specific folder.

    5 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Change Salesforce Sync Trigger names

    Client does not want to see the status as the name of the document in the notes view. He would like to be able to change the name to the actual document name instead of seeing the document status.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Sort template by the "Last Modified" date and see the date modified

    8 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  19. ability to invite users to access the billing panel

    ability to invite users to access the billing panel so that other higher ups can access this info in the event that the account owner isn't available.

    9 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. An ability to update and calculate currency once the currency is changed in the pricing table

    It would be a great feature to allow users to change the currency and have the option to enter in the current conversation rate to therefore calculate the price in the pricing table. For example Product 'A' is 100 GBP but I would like the price to update to USD. There should be a field to enter the conversation rate for example 1.31 by doing so the price for product 'A' would update to 131.31 USD.

    12 votes

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