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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. 10 votes

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  2. Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).

    11 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  3. Integration with RevTrack

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. 5 votes

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  5. 5 votes

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    Idea  ·  2 comments  ·  Approvals  ·  Admin →
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  6. Have a possibility to create groups within workspaces

    3 votes

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  7. 1 vote

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  8. We quote off a Euro price list in NZD. I want to enter the current conversion rate in one place to correctly convert all Euro pricing in the quote to the current NZD.

    3 votes

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  9. Integration with ClickUp

    15 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  10. are we able to trigger updates to the deal stage once the pandadoc has been signed?

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Ability to pre-assign a recipient for role for all the documents/templates in the workspace.

    10 votes

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  13. restrict document owner to sign before the document is sent for approval

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  14. An ability to pull the catalog items data through the variables into the document/pricing table

    8 votes

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  15. 3 votes

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  16. 52 votes

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    3 comments  ·  Forms  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  17. Credit Card fields: values entered for the card number can only be unmasked by specific roles such as Admin…or a custom role like “Billing”. Currently, each person is at the very least is able to unmask that information if they are the author/owner of the document. We would like it so even the person who made the sale could not view that information as it is irrelevant to anyone outside of our billing department.

    3 votes

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  18. 9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. 1 vote

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  20. Ability to hide or remove parts of the signature certificate.

    Including:
    Signer's email address
    Dates
    Timestamp
    Location
    IP address
    PandaDoc promotional message

    83 votes

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