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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6459 results found

  1. sync templates and content library items

    sync templates and content library items that were shared across workspaces

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  2. option to convert currency for the PandaDoc pricing page

    option to convert currency for the PandaDoc pricing page

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Ability to view the IP address for Viewers

    Ability to view the IP address for Viewers

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Bypass recipient information input in forms

    The ability to enable recipients to not have to input recipient information before singing a form

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  5. Metrics: user adoption: usage performance including license type, team, and workspace

    Metrics: user adoption: usage performance including license type, team, and workspace
    Identify behaviors by user, team, and workspace to address with team leads/managers.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. the signer can change the description in the quote builder

    the signer can change the description in the quote builder

    1 vote

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  7. Access files uploaded from the Collect Files field via a link on the completed PDF, or attached to the email when a form is completed.

    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.

    21 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  8. automations - change document name after document completion

    change document name after document completion

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  9. Option to choose where to place the Signature Certificate

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  10. Support Grammarly for PandaDoc in Chrome

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  11. Keep/ do not delete signature certificate when completed document is edited

    Keep/ do not delete the signature certificate when a completed document is edited

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. AI Supported

    Customer would like to have the platform supported by https://www.spellbook.legal/
    https://www.ivo.ai/

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  13. HubSpot - tokens available on deals for linked/sub/ associated deals

    HubSpot - tokens available on deals for linked/sub/ associated deals

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Stripe - Support real-time payments, cash-based vouchers, bank transfers, or buy now, pay later methods

    PandaDoc to support real-time payments, cash-based vouchers, bank transfers, or buy now, pay later methods through Stripe.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. Option to display the variables with multiple options pulled from HubSpot as bullet points

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Disabling Save Template Prompt

    Disabling Save Template Prompt:

    Issue: The system prompts you to save a template after each sent message, which you find unnecessary.
    Suggestion: Implement an option to disable the automatic prompt asking to save messages as templates. This allows users who frequently use the same templates, or who prefer not to be prompted, to streamline their workflow.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  17. Multiple Users in a Field

    Ability to assign multiple users in 1 field

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Make forms private

    Make forms private so not everyone with the link can access it

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. Sync PandaDoc to update properties details in HubSpot

    To automatically pull all the data from the PandaDoc documents and update the properties in HubSpot? For example, "Company Name

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  20. copy and paste fields/variables from one template to a new template

    copy and paste fields/variables from one template to a new template

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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