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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7365 results found

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

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

    42 votes

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    6 comments  ·  Integrations - HubSpot  ·  Admin →
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    On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.


    I wanted to update you that we are actively considering the development of custom object mapping, which would allow you to connect your custom objects to PandaDoc’s data model for both retrieving and syncing information.


    Given that custom objects can be complex, we want to ensure we fully meet your requirements before moving forward. I've flagged this item on our roadmap, but I’d love to discuss it further with you to ensure we’re aligned on expectations.


    Please feel free to schedule a time with me here:

    https://calendar.app.google/pHa6Xud82oexdoyv6


    Looking forward to our conversation!

    Thanks, Alex

  2. 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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  3. 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  ·  Quote Builder & Pricing table  ·  Admin →
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  4. 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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  5. PayPal -- a more clear message that shows customers can pay via PayPal or CC details.

    2 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  6. 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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  7. 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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  8. 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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  9. 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  ·  Quote Builder & Pricing table  ·  Admin →
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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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  15. autosizing font in fillable fields

    Ability for font to decrease in size if needed to fit into a fillable field

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Automatically resize font in variables

    Auto-adjust spacing or font size when variables are populated.

    4 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  17. The ability to download selected folders together in bulk.

    Instead of having to download the folders with documents separately.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  18. Report for documents that changed to a certain status during a date range

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Don't auto send the document to the next signer when share via link and signing order are set up.

    10 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. Populate ClientTitle variable directly from Sugar CRM

    5 votes

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    2 comments  ·  Integrations  ·  Admin →
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