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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7094 results found

  1. PandaDoc in Ukrainian.

    PandaDoc in Ukrainian.

    3 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  2. Tagging of PDF's

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Co-Card Payment gateway

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Link to SF option improvements

    The option to unlink and relink documents from all the SF objects.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Sending the document to CC without sending it to the first signer

    Send the document to CC and give him the possibility to transfer the document to the first signer.

    6 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  6. Sequence number change

    Possibility to change sequence number after the document has been sent.

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Payment block without configured gateways

    Option to use Payment block without configured gateways.

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  8. Require opportunity approval in order to allow a user to send a document

    Salesforce integration - Would like to deactivate the "create document" button in the iframe until the opportunity is approved in salesforce (not closed won). Once opp is approved, then the document creator has access to create and send the Pandadoc. Alternatively, allow document creation but restrict sending until opp is approved in salesforce. Customer does not want the document to be sent out at all (even internally) unless opp is approved first.

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  9. Remove Email Notifications When Sending on Behalf

    Right now, when you send a document on behalf of another user, that user is automatically notified by email since "they" sent the email. The request is to remove them from this so they are not "bombarded" with emails.

    5 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  10. ACH payments for Australia accounts in AUD

    4 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  11. Pass formula fields from Freshsales with commas

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. "Get Started" button in the bottom right corner

    How about moving the "Get Started" in the bottom right corner? It's not located in a very good spot - it's in the way of chat.

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. default option to make items optional or qty editable in the pricing table

    4 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Make the upload field contents available to all recipients

    5 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. [Partner] Restrict workspaces from adding more licenses than allotted

    Ability to allocate licenses to specific workspaces and lock the number of licenses they're able to add.

    3 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Pull different products from Salesforce into different sections of a pricing table

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. MS Dynamics: Stakeholder recipient support

    Stakeholders should be supported in your integration with MS Dynamics. I can't map recipients from Stakeholders and there are no relevant variables for them.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. 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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  19. Add value on textfields using CRM variables

    5 votes

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

    3 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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