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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7482 results found

  1. Justworks

    Integration with Justworks.

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  2. Automatically put the value from one pricing table in another pricing table

    Automatically put the value from one pricing table in another pricing table

    22 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Signature with Conditional Approvals

    It would be nice to have the option to include signatures in the conditional approval workflow.

    8 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  4. Add or edit payment app settings for completed documents

    I have a new custome that completed the agreement and wants to pay by CC. How do I do that? I didn't add the payment app to the agreement. They originally wanted to pay by ACH draft and have changed their minds.

    4 votes

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    Idea  ·  2 comments  ·  Quote to Cash  ·  Admin →
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  5. Choose line spacing for pricing table descriptions

    2 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. The ability to paste the bulleted list without duplicating it when you try to adjust the formatting

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Remove Terms and Conditions message for CC recipients

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. 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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  9. 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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  10. 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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  11. App's interface in Spanish (editor itself)

    11 votes

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    Idea  ·  1 comment  ·  Localization  ·  Admin →
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  12. 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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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. Different products from Pipedrive into different pricing tables

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. HTML email templates

    Ability to create HTML email templates and footers for document delivery.

    10 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  20. 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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