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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7017 results found

  1. Add check box or radio buttons to trigger create and send document in Zapier based on the selected option. - patricia@kinterinsurance.com

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  2. upload pictures directly from phone to Pandadoc

    upload pictures created with my phone (using the app)

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  3. Add the same SKU for multiple catalog items

    5 votes

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  4. Presentation mode: hide selected pages

    Would like to hide certain pages from presentation mode

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  5. Auto-update all documents and templates when a default theme in a workspace is changed.

    3 votes

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    1 comment  ·  Automations  ·  Admin →
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  6. Option to retain the values / info on fields once it is duplicated.

    Option to retain the info on fields once the document duplicated..

    • Will retain the value / info on fields when document is duplicated.
    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  7. Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    37 votes

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    6 comments  ·  Integrations - HubSpot  ·  Admin →
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  8. Auto-update contacts in PandaDoc once they're updated in Google.

    Auto-update contacts in PandaDoc once they're updated in Google.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  9. The ability to connect the discount percentage in the total section of the pricing table with line item discount.

    For example -- so that each line item discount % would automatically be what is entered for the

    4 votes

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  10. Specify how the payment is made (ACH, Card)

    Specify how the payment is made (ACH, Card)

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. PayPal -- a more clear message that shows customers can pay via PayPal or CC details.

    2 votes

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    1 comment  ·  Payments  ·  Admin →
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  12. The ability to get rid of the 'Report Spam' option that shows in the document sent email to the recipient.

    5 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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  13. add address validation options for fields

    address field validation

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Prepopulate phone number in recipient verification

    prepopulate phone number in recipient verification

    5 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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  15. Deduction from the Total rather than the SubTotal

    applying deduction direct of the total rather than the subtotal in the pricing table.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  16. Upload variables automatically from .docx file like with the PDF

    For example -- the field tags recognition and auto-place PDF fields.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. Option for health version / Option for Teledentistry

    Option for health version / Option for Teledentistry

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. Add Tax field to Zapier 'Create Document in PandaDoc' action

    The 'Create Document in PandaDoc' action in Zapier doesn't include the Tax field in the pricing table section.

    This means we can't include tax on our quotes.

    It includes all the other important fields, so it would be great if this one could be added.

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. Renewal Reminders to various recipients

    A feature to reminder for renewals to various recipients will be great!

    6 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. Option to show the signer info on the document once they completed it

    Option to show the signer info on the document once they completed it.

    • Will show the signer info on the document once document is completed.
    1 vote

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    0 comments  ·  Other  ·  Admin →
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