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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7484 results found

  1. sending a document out only after a payment is submitted

    sending a document out only after a payment is submitted

    2 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  2. Map document value to a deal value token using a CRM integration

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. PandaDoc Salesforce Integration Error message for invalid emails

    PandaDoc Salesforce Integration sends an error message for invalid emails

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  4. Autotask

    integration with Autotask

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Images in WS list

    Make images in the ws list look beautiful.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  6. Edit documents withour resetting document analytics

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  7. add Facebook pixel to PandaDoc

    add Facebook pixel to PandaDoc

    6 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  8. The ability to integrate with the order management software to use it as contract repository

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Searching a contact within the Contacts tab by postal code/phone number/street address

    Searching a contact within the Contacts tab by postal code/phone number/street address

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Swiping a card

    Basically we're looking for an opportunity to use PandaDoc for our on-site final paperwork so we can collect payment at the end of the service. Swiping a card has a smaller processing fee than keying it in directly, so if we had the option to swipe a card instead of key it in, we would want to use that.

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  11. Export/Back Up/Download Image library

    7 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  12. Remove X sent you the document from the email.

    Remove X sent you the document from the email.

    7 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  13. Add Document sent trigger event in Zapier

    1 vote

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  14. placeholder for checkbox field

    Placeholder for checkbox field.

    16 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Option to resize the workspace icon

    Option to resize the workspace icon

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  16. Save signature created in PD as PNG

    Save signature created in PD as PNG.

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  17. Prevent backdating for date fields

    7 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Notification for template editing

    Send a notification to the team once the template is updated/edited

    4 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. moving a drop-down field in a more convenient way

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. See upcoming subscription renewals

    Be able to see upcoming subscription renewals beyond 90 days (see the upcoming subscription renewals which have > 90 days before they come into action)

    7 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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