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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7127 results found

  1. notification for when content items need updated

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. On the day exchange rate calculation.

    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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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  3. ClickUp

    Integration with ClickUp

    16 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  4. 2 way sync for Freshsales

    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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  5. Dictate which folder a document goes to when it is created within Salesforece

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. option to bulk cc a recipient for all documents

    Ability to pre-assign a recipient for role for all the documents/templates in the workspace.

    10 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  7. restrict document owner to sign before document approval

    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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  8. Variables for Catalog items: ability to pull the catalog items data through the variables into the document/pricing table

    An ability to pull the catalog items data through the variables into the document/pricing table

    8 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Page layout that is bigger than A4 in length

    3 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  10. Transfer ownership for Forms

    53 votes

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    3 comments  ·  Forms  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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!

  11. Billing custom role/custom role permissions

    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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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. Integration with screen readers (Jaws - a screen reading app)

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. preassign a person to a role on a content library item

    1 vote

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  14. Signature Certificate: Hide or Remove Information from signature certificate

    Ability to hide or remove parts of the signature certificate.

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

    87 votes

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    14 comments  ·  Security & Compliance  ·  Admin →
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  15. collapsible sections/pages

    collapsible sections/pages so a client can minimise or expand sections they're interested or not interested in

    11 votes

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    Idea  ·  2 comments  ·  Usability Improvements  ·  Admin →
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  16. Sync Pandadoc CPQ with Salesforce Pricebooks

    We would like a way to sync our salesforce price books with PandaDoc CPQ so that we can use the cost margin feature when products are added to proposals.

    5 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Change Salesforce Sync Trigger names

    Client does not want to see the status as the name of the document in the notes view. He would like to be able to change the name to the actual document name instead of seeing the document status.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Profit margin for each item in Pricing table

    5 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  19. support Google Drive or MS OneDrive videos

    Be able to support Google Drive or MS OneDrive videos instead of just youtube/wistia

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Attachment on Sent documents

    Ability to allow users to attach files even when the document has been sent.

    10 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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