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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. Ability to set default initials.

    3 votes

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  2. It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.

    25 votes

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  3. Customer would like to be able to use the tab key on their keyboard to jump from one field to another even if the fields are not marked as required

    2 votes

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  4. Prevent users from editing the document when they are creating it via HubSpot.

    2 votes

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  5. Option to hyperlink attachments within documents, allowing for quick navigation between different sections.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  6. 2 votes

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  7. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  8. The option for a CC recipient to see the status of the document.

    2 votes

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  9. Option in zapier to change the email subject went document is sent

    10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. Remove stripes from fields using conditional logic

    2 votes

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  11. Integrate with Box.com

    2 votes

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  12. At this point, we are able to update products for MS Dynamics opportunity, once changes are made to the products in the pricing table and the status of the document is changed. Would be great to implement the same for QB.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  13. Add a filter waiting for others section so they keywords and recipient's email/name can be used

    2 votes

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  14. As we can lock columns in Quote Builder from editing by sales reps, we'd like to have the same ability to lock fields in section / quote footers.

    1 vote

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  15. Catalog - option to not have a price for an item. Not required to enter a price when creating an item/product in the Catalog.

    2 votes

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  16. Epay - payment integration

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  17. The feature to automatically highlight (or just make text bold)selected line items when a recipient modifies its properties such as quantity or select the item.

    2 votes

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  18. 4 votes

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  19. Current size limit for automation of completed files to auto save in SFDC is 12MB. This causes problems for customers with larger files to upload. ONLY option is to manually upload into SFDC.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  20. Customer would like the time timing of the payment pop ups in our platform to be triggered after the document has been viewed by the client. Presenting the payment popup before clients have had the chance to view the proposal may deter them from proceeding to open the document.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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