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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5383 results found

  1. Have two account owners

    Have two account owners

    https://pandadoc.zendesk.com/agent/tickets/423569

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Anonymous Surveys (Form replies)

    Anonymous surveys - company's trying to do an anonymous employee survey. We need to make sure that the respondents' identities are not tracked. Currently Pandadoc doesn't offer this functionality.

    9 votes

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    1 comment  ·  Forms  ·  Admin →
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  3. attach HubSpot attachment to PandaDoc document before sending

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  4. Ability to hide Image and description of a product imported from Catalog into a pricing table

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. There should be an option online to change the subscription plan to Free eSign plan.

    There should be an option online to change the subscription plan to Free eSign plan.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Option to set expiration for link shared with the recipient [Workaround in comments]

    Option to set expiration for link shared with the recipient.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  7. Prevent the system from creating two different catalog products instead of updating the existing one when the SKU number is identical but ty

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  8. Salesforce Data to Populate Checkbox in Doc

    We have formula based checkboxes in Salesforce that tick yes/no based on opportunity data. It is critical that we be able to have that yes/no data automate into the Pandadoc contract through a Variable and not having to manually do it through the signing process.

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  9. Don't show signatures to document participants until the signer completes the process by clicking the Finish button

    Don't show signatures to document participants until the signer completes the process by clicking the Finish button

    3 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  10. Ability to pass billing frequency fields into the pricing table for HubSpot line items.

    Ability to pass billing frequency fields into the pricing table for HubSpot line items.

    15 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  11. Salesforce: Manually change document status within Salesforce

    Manually change document status in Salesforce Integration to decline contracts as necessary

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Be able to use smart content and variables to update an existing table vs adding in a new table based or item.

    Be able to use smart content and variables to update an existing table vs adding in a new table based or item.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Ability to share Product catalog with contacts without a PandaDoc account

    It would be helpful to be able to share product catalog items to contacts who don't have a PandaDoc account.

    3 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Set pricing table currency upon document creation via API

    Specify the currency for the pricing table in the document when creating the document via API

    7 votes

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    1 comment  ·  API  ·  Admin →
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  15. Flatten all variables from a document into editable text that carries over into a converted template

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  16. Auto-Capitalization Option

    Auto-Capitalization Option

    • will auto capitalize words on the document
    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Use recipient verification with bulk send or bundles: Phone Verification set up on Template Level

    The ability to use Phone verification on the Template level would be helpful so users could use verification in combination with Bulk Send or Bundles.

    15 votes

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    7 comments  ·  Templates & Libraries  ·  Admin →
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  18. Make text blocks left, right, center aligned

    4 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  19. Ability to move pages between two bundle document

    Move pages between two bundle document

    https://pandadoc.zendesk.com/agent/tickets/420647

    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  20. Ability to save content rows to the Content library

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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