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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5360 results found

  1. [Settings] turn off the expiration warning email for all of the documents that have this setting turned on.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. [Pricing table] show the the price of the line item as blank instead of zero.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Set up the default size for the images in the pricing table

    Set up the default size for the images in the pricing table. Image automatically align in the cell in the pricing table.

    https://pandadoc.zendesk.com/agent/tickets/502063

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Add signature fields in attachments added to documents

    The ability to add PandaDoc signatures in the attachments.

    3 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  5. Make it possible for recipients to sign a document with different signatures (if there are more than one signature field assigned to them)

    4 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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  6. Option to have a notification when a recipient clicks to open a PandaDoc email (not a document, but the email itself)

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. [Salesforce] sync document activity with the Activity in Salesforce

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  8. Import / Update contacts in PandaDoc using Zapier (across all workspaces)

    Import contacts in PandaDoc using Zapier (across all workspaces)

    9 votes

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    0 comments  ·  Integrations  ·  Admin →
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  9. Zoho Flow

    Ability to integrate Zoho flow

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. Turn on the approval workflow only if the template has been altered

    Turn on the approval workflow only if the template has been altered

    https://pandadoc.zendesk.com/agent/tickets/501527

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  11. Ability to fax PandaDoc

    Ability to fax PandaDoc

    49 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  12. Ability to adjust table row height

    Ability to adjust table row height

    13 votes

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    3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. Ability to set up a deadline for payment or payment reminder.

    Ability to set up a deadline for payment or payment reminder.

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Restrict Editing of Smart Content similar to Content Locking

    Smart Content needs to have the option to be restricted. I believe the point of Smart content is so that we may reduce the number of templates.

    We would like to make sure our sales reps cannot change the Terms and Conditions when sending out a document.

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Restrict access to a Form for specific recipient emails

    Specifically, to try and prevent emails that look like spammer emails from using up Form entries when a Form is embedded on a website.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. Automations: attach PDF to HubSpot Contact and Company object

    When PandaDoc document status changed, attach PDF to Hubspot objects (Company, Contact)

    13 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  17. Ascending/Descending document status

    Please fix in the document view the status section so that it is truly ascending or descending. If I have ascending selected, "Completed" still shows up below "sent".

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  18. Discord

    Integration with Discord

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  19. Make.com

    make.com integration

    11 votes

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    3 comments  ·  Integrations  ·  Admin →
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  20. Auto populate Custom field values previously used for new products added

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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