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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5389 results found

  1. UK bank transfer payments

    Allow bank transfer payments for international banks and currencies. Transactions in GBP and banks in the UK

    7 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  2. Export a pricing table (Quotes) into Excel: Ability to export the pricing table data on the completed document.

    45 votes

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    10 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Sort template by the "Last Modified" date and see the date modified

    8 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Ability to turn off the location that appears in Audit Trail

    7 votes

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    1 comment  ·  Other  ·  Admin →
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  5. Wrike

    Integration with Wrike

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

  6. Smartsheet

    Integration with Smartsheet

    9 votes

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    0 comments  ·  Integrations  ·  Admin →
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  7. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

    save template's name when creating a document from a Hubspot deal

    88 votes

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    15 comments  ·  Integrations - HubSpot  ·  Admin →
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  8. Option to get info on expiry date in the automated email sent out (so it's clear for the prospect).

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. The ability to customize the Finalize document button

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  10. optional items for a dropdown field

    optional items for a dropdown field

    9 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. Finnish localization

    Finnish localization.

    9 votes

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    1 comment  ·  Localization  ·  Admin →
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  12. Conditional discount (amount)

    Option to apply a discount % based on the total spending of the client. For instance, if the client proposal is worth between £5,001 to £10,000 = 5% discount, from £10,001 to £20,000 = 10% discount
    from £20,001 up = 15% discount.

    67 votes

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    10 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Hiding documents from Inbox

    Not deleting them

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  14. Ability to choose if a signature is to the left, centered, or to the right aligned.

    Ability to choose if a signature is to the left, centered, or to the right.

    14 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  15. Edit contact in the document

    ability to change the contact's name in the document

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  16. [Signature field] create an option for the recipient to sign every field / Disabling auto copying of first signature

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  17. Add a link t a document that will trigger some action in Pipedrive when a user clicks on it

    I want to add a "click here to reciev a credit repair proposal" that will generate an action / notification in PipeDrive or worst case a template for a detailed proposal. Is this possible?

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. Default value for dropdown

    6 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  19. PDF Portfolio files to be supported by PandaDoc

    At the moment we don't support PDF Portfolio file upload in PD documents.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. send different email messages to the recipients who are signing the same document

    11 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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