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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. The option to enable password for a workspace.

    4 votes

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  2. The ability to set up a code in PandaDoc, wherein you can change the format of tokens in PandaDoc without changing the format of tokens in HubSpot.

    Example:
    The value token in HubSpot is lower case but you set that the value is pulled in all caps to PandaDoc

    2 votes

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  3. Customer would like the word docx and Google docx to follow the format when being uploaded to the platform

    18 votes

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  4. 4 votes

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    0 comments  ·  API  ·  Admin →
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  5. Customer would like to have a SalesForce automation to create document based on the conditions of the Opportunity

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  6. Currently, when you create a quote, only the description of the main item is visible, while the descriptions of bundled items are hidden. It would be great to have an option to make the description of each bundled item visible as well.

    2 votes

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  7. Ability to set conditions relating to typography.

    e.g

    Once the condition is met the segments/sections text will automatically go ''bold''

    2 votes

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  8. Possibility to have an e-signing workflow from the Slack integration, similar to what happens in the GSuite integration (being able to sign PDF documents sent via chat).

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  9. The ability to make contact creation fields required such as Company.

    1 vote

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  10. Requesting an integration with NMI as a payment gateway.

    7 votes

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    1 comment  ·  Payments  ·  Admin →
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  11. Option to automatically assign recipient to the role during document creation from Monday.com

    4 votes

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  12. It would be nice to be able to make multiple check boxes mandatory but not all. like a either this box or this box but at least 1 has to be checked to submit. Legal forms we use sometimes ask do you want to "demand speedy trial" or "waive speedy trial" our client needs to pick one but never seem to do it even when i point it out it would be nice to have the option to pick one or the other but at least 1 choice before being able to submit

    1 vote

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  13. Ability to use the 'collect files' field with Smart forms

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  14. Create Smart forms by uploading a file

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  15. Have the ability to view hidden columns of the Quote Builder after the document is sent.

    2 votes

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  16. Option to create signing order groups in Forms

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  17. 2 votes

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  18. In the Quote Builder, unselected items should automatically appear greyed out to visually indicate that they are not included in the final selection.

    4 votes

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  19. native gainsight integration so a CS and Legal team could create documents directly from GS and sync data between two systems.

    2 votes

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  20. 3 votes

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    0 comments  ·  Other  ·  Admin →
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