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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7034 results found

  1. Solupay

    Connect PandaDoc with Solupay payment gateway

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Preserving the recipient preassigned to a role on a template when creating a document from it in the mobile app

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  3. Ability to pull information about products from salesforce to a document as variables/tokens

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Product Description in CRMs

    Pricing table: the option not to pull the product description while it still stays in the CRM.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Adding different prices for one item in catalog

    4 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  6. Ability to backup account data manually

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Add multiple recipients to one doc at the same time

    From some CSV, for example.

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Allow a PandaDoc user to see when an expired document is opened

    For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Make drawing signatures more precise

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  10. Filter documents by products added from catalog

    3 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  11. Export recipients' data of the docs in a specific status

    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  12. [Hubspot] have a date and time stamp within the document itself

    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  13. Remove Salesforce document drafts

    Ability to just delete PandaDoc drafts in salesforce without having to delete them in PandaDoc

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. Transfer documents from Hubspot to Salesforce

    Automatic document transfer from Hubspot to Salesforce.

    4 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  15. Global settings: Install Pipedrive for the whole organization

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. In the subject line of a notification, show a commenter's name instead of a sender's name

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. Add functionality/fields to User Profile

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Signed document: Copy of signed document sent out to all recipients

    example: they have 5 board members, the document was sent to all 5, they only need 3 to sign. A copy of the signed document will go out to all that signed automatically

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  19. [Google Sheets] Pass token data

    Ability to easily pass token data to Google Sheets or email after the document is completed

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Use tokens in multiplier columns of pricing tables

    3 votes

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