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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7402 results found

  1. Allow users to view the SMS opt-in and opt-out status of contacts directly within the PandaDoc platform.

    Allow users to view the SMS opt-in and opt-out status of contacts directly within the PandaDoc platform

    1 vote

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    0 comments  ·  Esign & Notary  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  2. Categorize Saved Messages

    Allow saved messages to be categorized, to make it easier to locate the message you are looking for to use as a template, rather than having to scroll through the entire list.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  3. The ability to search templates from a specific folder only when creating a document from Pipedrive

    The ability to search templates from a specific folder only when creating a document from Pipedrive

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  4. Template Gallery in the EU Domain

    Access to the Template Gallery in the EU domain/server

    9 votes

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    2 comments  ·  Templates & Libraries  ·  Admin →
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  5. SMS: Notification

    ability to enable sms notification when documents are sent, viewed and completed

    4 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  6. Payment Integration: Connect Booster

    Integration with Connect Booster as a payment gateway.

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  7. Arabic Numbers in Pricing Table / Quotes

    Option to use Arabic numbers in pricing tables/quotes

    2 votes

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    0 comments  ·  Localization  ·  Admin →
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  8. Add a Cover Page without any content blocks on it / add blank cover page

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Create pricing table with images via API

    7 votes

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    0 comments  ·  API  ·  Admin →
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  10. Ability through API to toggle on/off the payment gateway for a document

    Instead of having to use 2 templates it would be nice to have the option through API to toggle on/off the payment gateway.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  11. Keep only Document paid notification

    The document has 2 notifications: one waiting for payment and one for paid. Option to keep only Document paid notification.

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  12. Export Contacts with Document List and Statuses

    Option to export contacts along with a list of documents sent to each contact, including their statuses (e.g., sent, viewed, declined, expired).

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Add and remove line items in Pipedrive whenever a document status changed

    Add and remove line items in Pipedrive whenever a document status changed

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  14. Mandatory Completion of Smart Block

    It would be great if there was a way to make drop down boxes and smart/conditional content blocks mandatory to complete i.e. if there is a box the user must give an answer/complete the box/not bypass it. As far as I can see it is only variables that are mandatory/flagged as not being completed?

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Form csv download filtered range of dates

    Please provide an option to filter by a range of dates to download completed form data in a csv file.

    With over 8,200 form submissions in one of our forms, it takes FOREVER to download the csv file. We need the data in this format. The operation often fails, and we have to try it again and again. :(

    If we could have the option to limit the data to download to a narrower window (i.e. the last 1 or 3 months), it should reduce the processing time. Right now, the download csv for form data is nearly unusable.

    Thank…

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  16. Discount variable in pricing table

    The customer would like to pull a discount from Google Forms into the pricing table via variable so it is reflected in the pricing table's total and calculated

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. Do not override template currency with the HubSpot currency when importing products from HubSpot

    Currently, when you import products from HubSpot, the document will take on the currency for the products listed in HubSpot, which overrides the template's chosen currency.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  18. Payment pop-up app after the signer signed the document

    The customer would like the pop-up box for the payment to appear right after the signer has signed the document (not when the signer opens the document)

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  19. Apply section-level % discount to all the recurring payments, not just the initial payment

    Apply section/quote-level % discount/fee/tax to all the recurring payments, not just the initial payment

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Automations: add the PandaDoc URL to the HubSpot Deal Field

    Automatically add the PandaDoc URL to the HubSpot Deal Field

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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