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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6499 results found

  1. documents created from a form should go to a root fonder (instead of the specific folder)

    1 vote

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    1 comment  ·  Forms  ·  Admin →
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  2. Once the new recipient email added in PandaDoc document, automatically populate in HubSpot deal associated with the document

    https://pandadoc.zendesk.com/agent/tickets/385842

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  3. To set up a default value in the field

    2 votes

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  4. Localization in Swedish

    4 votes

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  5. show cost and profit margin per line item even when the document is sent/completed

    6 votes

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  6. SCORE CRM

    1 vote

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  7. Need to have an ability to display revenue on completed documents per month or other specified period in Reporting.

    2 votes

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  8. Scorp CRM

    1 vote

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  9. 1 vote

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  10. remove invite new user button at the top of the dashboard from the Manager User Accounts

    1 vote

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  11. Example.. we send a customer a document they complete that document. they become a contact within pandadoc. they later are emailed a link to complete a form. form responses tie into their existing contact info

    6 votes

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    2 comments  ·  Automations  ·  Admin →
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  12. track edits feature in the document like in MS word or google docs

    9 votes

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  13. Ability for a recipient to edit a form response after the form has been completed instead of having to resend a new blank form. I.E. A typo or missing information.

    Ability to add a note or reason for the sender asking the recipient to edit their form response.

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  14. 4 votes

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  15. 3 votes

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    0 comments  ·  Automations  ·  Admin →
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  16. Ability to change the default font of a link when sending a document via link so the font of the link doesn't need to be edited in the email.

    1 vote

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  17. Client is currently using AroFlo integration and they want to connect it with their PandaDoc account.

    1 vote

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  18. One should have the option to reorder columns of the summary part of the pricing table, not just the pricing table itself, but the summary table which consists of two columns, we should be able to reorder them as for RTL languages the text should appear on the right whereas the numbers should appear on the left.

    5 votes

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  19. option for OCR and lock number of characters in a field other than SSN.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  20. Do something like a bulk send, where instead of sending I just get links to the documents I've created with my merge fields.

    5 votes

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    0 comments  ·  Other  ·  Admin →
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