7585 results found

1. PandaDoc help menu from Salesforce

   Once a document is created from Salesforce (iFrame) the help menu does not exist. It'd be helpful to have a help menu for a single pane of glass experience for the end user. This would also reduce incoming tickets to support as the chat menu would provide instant answers. Additionally, giving them access to the articles allows for a self service support environment.

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   0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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2. Pricing table: set 'Name' field to be bold when products are populated from the CRM

   Ability to bold only the 'Name' field in pricing tables that are populated via integrated CRM deal.

   We stopped using the PandaDoc catalogue and started integrating line items from our Deals in HubSpot. However, we cannot set the 'name' of the line item to bold - the same way line items from the PandaDoc catalogue display.

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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3. SMS open analytics - determine if the recipient prefers SMS over email or vice versa

   SMS open analytics (determine if the recipient prefers SMS over email or vice versa)
   Helps identify demographics of recipients that prefer one over the other to increase open and complete rate.

   2 votes

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   0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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4. Ability to choose colour for contacts

   Ability to choose color for contacts so you can filter them by group (f.e. green color for ACME company, yellow - for another company)

   2 votes

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   0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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5. Require the form signer to fill in all prompt options to be able to review the document

   Require the form signer to fill in all prompt options to be able to review the document

   2 votes

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   1 comment  ·  Forms  ·  Delete…  ·  Admin →
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   Early Access  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team. For more information, please click the link below!

   Smart Forms

6. Pay later option in PayPal

   pay later option in PayPal

   2 votes

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   0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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7. Link fields from different documents

   The ability to link fields from different documents together.

   2 votes

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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8. Integrate with HubSpot payment cart

   Integrate payments using the HubSpot payment cart

   3 votes

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   1 comment  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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9. Users' activity: determine the documents to which a Collaborator collaborates

   How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?

   I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).

   The only 2 "bad" options I've considered are as follows:
   delete the user and transfer the accesses to me, then I'll know what they were (I assume). A bit aggressive an approach I'm afraid, especially if accesses were still required.
   ask the users to go check the "shared with me" section and report to me the contents. A bit uncomfortable an approach I'm afraid, especially if the collaborator is a client.

   Similarly with standard licenses it would help to see the latest contributions of a given user to evaluate how active they are. And why not maybe sort users by their amount of activity, for licenses management purposes? I know the dashboard has a similar activity scoreboard but for "most closed documents" or something like that.

   Final thoughts: for each license / user it would be helpful to see the date they were added to the platform and by who they were invited (if they were invited).

   Note that my point of view is admin; I've read about what an account owner sees in the billing section and so far I think my comments remain relevant, but I may have missed something.

   How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?

   I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).

   The only 2 "bad" options I've considered are as follows:
   delete the user… more

   4 votes

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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10. Emails sent from PandaDoc to be copied into HubSpot

    It would be helpful to have the emails sent from PandaDoc for documents copied into HubSpot.

    7 votes

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    5 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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11. Option to disable notification for CC'd recipients

    Will allow the sender to disable notification send to CCed recipients

    10 votes

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    0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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12. Ability to set different fonts and sizes for the linked fields

    Linked fields are great, but now if you change one of their fonts or sizes, it affects all the other linked ones. Sometimes the forms we are mapping them on need different sized fonts and sizes to look good. It would be better if each field could have it's own formatting options, the linked part would only bring in the letters/numbers in the text.

    18 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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13. For variables to pass more than 10000 characters

    The ability of variables to pass more than 10000 characters focusing on documents created via CRM integrations.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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14. Ability to customize formula in a pricing table.

    Ability to customize formula in a pricing table.

    14 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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15. [Quote Builder]: Hide decimal points in the quote builder

    hide decimals points in the quote builder

    9 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Early Access  ·  AdminAnastasia Koshko (Admin, PandaDoc) responded

    Hi,

    Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team. For more information, please click the link below!

    [Hyperlink]

16. Ability to view how a recipient paid/payment method inside of a document

    Ability to view how a recipient paid inside of a document without having to navigate to the payment gateway's website. This used to be possible but was removed.

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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17. Salesforce: dropdown field sync

    Be able to set up a dropdown so that its filled with information FROM Salesforce, and the updates back IF the customer changes value.

    2 votes

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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18. Document addendum

    Document addendum:
    When sometime after issuing the contract, the client decides to make changes to the existing contract, have an option to create an Addendum directly linked to it.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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19. Delete a document from Inbox using PandaDoc mobile app
    3 votes

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    0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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20. Inbox: Mark all as read at once

    Inbox: Mark all as read at once

    3 votes

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
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