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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7204 results found

  1. 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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  2. 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  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Document Creator System Variable

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. 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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  5. 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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  6. customize SMS verification

    customize SMS verification

    6 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  7. Automation: save completed forms to Google Drive

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  8. 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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  9. PayU integration

    PayU integration

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. 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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  11. 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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  12. 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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  13. Formstack integration

    Formstack integration

    2 votes

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

    Xendit - Payment Gateway

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  15. 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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  16. Netcash payment gateway

    Netcash payment gateway

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  17. Ireland pay integration

    Ireland pay integration

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  18. Manually change document status to Incomplete

    Manually change document status to Incomplete

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Copy/Paste Text to Trigger Auto-Suggest for Catalog Items in Pricing Table

    Currently according to the HC article: https://support.pandadoc.com/hc/en-us/articles/360050255273-Pricing-table-Add-and-set-your-pricing-table

    "To add line items, start typing in the Name column — auto-suggest will show available options from your Catalog (provided you have products in your Catalog)"

    The user wants to add the ability to trigger the auto-suggest for the catalog items via copy/pasting the text into the pricing table.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Rooms tasks linked with document status

    It would be great if the tasks in the Rooms are able to link with documents. When documents get signed, or payments are made.

    1 vote

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    0 comments  ·  Rooms  ·  Admin →
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