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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6879 results found

  1. Webhook event when a catalog item is created, modified or deleted.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  2. Customize payment pop-uo

    Using payments, I'm wanting to change the message that pops up when someone opens the proposal.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  3. Isracard payment gateway

    Option to connect to Isracard's payment gateway

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  4. Automation by pulling data from Google sheets to create document

    The customer would like to create automation where a document is created from a template using the information from the Google Sheets file that contains data from a completed Google Form (without Zapier)

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  5. Green Invoice payment gateway

    Option to connect to Green Invoice payment gateway

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  6. Create a document and pull a photo of a team member who created this document

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Individual Signature Certificates for Document Bundling

    Option to have a separate signature certificate for each document within the bundle. This means a different reference number should be indicated on each signature certificate when it's downloaded as a separate file from the document bundle.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  8. Support Pinterest video embed in documents

    Support upload of videos for documents from Pinterest

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Support Instagram video embed in documents

    Support upload of videos for documents from Instagram

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Automation for closed lost when the document is expired in HubSpot

    Automation for closed lost when the document is expired in HubSpot

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  11. QR code in the Signature Certificate to check the authenticity

    QR code in the Signature Certificate to check the authenticity

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  12. QES in UAE

    QES in UAE

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Ability to hide sections in Quote Builder

    Looking for an option to hide sections in the quote builder for users who want to add a section but don't want their client to see it.

    3 votes

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  14. Page layout UX improvements

    Currently, if an individual page's layout is updated, it will no longer follow the global layout settings. However, if no changes are made to the individual page layout, it will continue to respect the global settings.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Option to remove the white bar in the embedded document view

    When you embed a document there is a white bar at the top which has the document name and a drop down to change the language. If you're not using multi-language documents this drop down option is confusing and renders the whole top bar a waste of space. Option to remove it would be helpful and helps bring the document up the page.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Contract repository: pass data from 'data fields' to CRMs/Zapier

    Contract repository: pass data from 'data fields' to CRMs/Zapier. For example, there is a data field named Claims Number, and it is not a variable on the document itself. The data field is filled and the client would like to be able to process this data in Zapier (similarly to variables).

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  17. Thumbnail/preview on recipient analytics on mobile app

    add a thumbnail preview underneath the percentage of time spent to know what slide that is.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Profit&Margin permissions: limit access for certain users

    Ability to hide the purchase and margin option for certain users.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  19. quick reminder button right from document list viewing by status

    When filtering documents by status, make a buulk reminder button when selecting all docs and also a quick reminder button when clicking the 3 dots on the right of each doc

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Smart Forms: pre-fill using web link

    Able to use the prefill values using direct web link feature similar to classic forms feature within the Smart form

    https://developers.pandadoc.com/docs/javascript-form-embed#pre-fill-values-using-javascript-config:~:text=with%20UTC%20timezone%20%20%0A%7D-,Pre%2Dfill%20values%20using%20direct%20web%2Dlink,-It%20is%20possible

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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