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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 create active subscriptions instead of the scheduled ones

    Ability to create active subscriptions instead of the scheduled ones

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  2. Auto fill repeating fields - signature and initials fields

    Auto fill repeating fields - signature and initials fields

    19 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. API: Reorder document pages

    The ability to reorder pages/sections of a document via API.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  4. Report documents created in PandaDoc and linked back to an opportunity in Salesforce

    Would like a report of how many documents are created in PD and linked back to SFDC. Additionally, would like to be able to drill into the data.
    ex. if the number is "2", would like to click on the 2 created and see who created the document, where they linked back to sfdc, and which documents/opportunities they are. (drilldown data)

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. ability to disable auto-reminders in timeline

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  6. Ability to merge text blocks.

    Ability to merge text blocks.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Add "add to top of section" option when adding products in pricing table

    Currently, when you click add products, it automatically adds them to the bottom of the section.
    Some of my templates have things at the bottom and I want them to stat at the bottom.
    I suggest a tickbox when you select products that says "add to top of section" so that you don't have to rearrange things once you add them

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  8. Document Creator System Variable

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Options for symbol shortcuts

    Customer would like to have options for symbols shortcuts like degree °±≤≥ and so on.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. HubSpot: ability to pass total discount (Global terms discount) to PandaDoc pricing table/quote builder block.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  11. customize SMS verification

    customize SMS verification

    6 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  12. Have a general "To Sign" document status

    "To Sign" document status for all documents within the workspace so you can filter them by this status under My documents

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. PayU integration

    PayU integration

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Option to transfer files from file-type fields in HubSpot to fields in PandaDoc

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  15. Include the link to the completed first document in the 2nd document that is sent when using Panda to Panda Automation

    Include the link to the completed first document in the 2nd document that is sent when using Panda to Panda Automation

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  16. Show which completed documents you have opened vs which completed documents you have not opened

    Sort of like when you open an email: the unopened ones are in bold but after you open them they are not. This would occur on the home screen under the completed tab.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Formstack integration

    Formstack integration

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. Payment gateway: Xendit

    Xendit - Payment Gateway

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  19. UNIX data format from HubSpot

    Away to display UNIX data formats on PandaDoc as a date

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  20. Netcash payment gateway

    Netcash payment gateway

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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