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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7198 results found

  1. Internet explorer compatibility

    Internet explorer compatibility

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  2. Pass field values to PD Contacts

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  3. Capture recipient's responses via a survey

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. Edit PandaDoc in Draft Status From Within HubSpot Deal

    Edit PandaDoc in Draft Status From Within HubSpot Deal rather than being re-directed to the PandaDoc app to edit it from there.

    9 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  5. Notification when you force Send a Reminder

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. More Copper Variables

    Additional Copper Variables to be put in a PandaDoc template.

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. PDF Portfolio files to be supported by PandaDoc

    At the moment we don't support PDF Portfolio file upload in PD documents.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  8. "Pay here" custom button

    Have an ability to create a button "Please pay by clicking on the...."
    So you can drag and drop that button unde the pricing table and add text like "Please pay certain amount by clicking on the green button in the right top corner".
    As in some cases clients do not see the small green button to submit the payments.

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  9. Notification only to a Specific Template/Document

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Refrain video attachment in document to be downloaded or shared by the recipient

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. Tokens working in embedded template

    tokens for template embedded

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. Add a checkbox for internal or external on templates

    "Add a checkbox for internal or external on templates. We are starting to use panda doc for many internal purposes, but the internal completed documents skew the pipeline closing rates. Also if you made a template that was flagged as internal it could maybe not auto populate the contacts associated with the deal on the email."

    2 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  13. The ability to make the fields on the certain pages required depending on the customer's selection in the pricing table

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Content Locking improvement for Ev2

    3 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. [API] Decline document via API

    api call has the ability to decline document

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  16. requesting recipients' consent for tracking activity before opening a doc

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  17. Allow the account holder to opt-in to auto pay in Settings.

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  18. allow payment forwarding after another recipient signs to a user this isnt a recipient

    allow payment forwarding after another recipient signs to a user this isnt a recipient

    6 votes

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  19. The ability to support multiple roles in salesforce

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Automatic PDF attachment to email within the Bulk Send feature

    Ability to automatically attach a PDF of completed document to email when using the Bulk Send feature.

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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