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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6902 results found

  1. Staggered Payment

    3 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  2. Archive documents

    Archive documents

    58 votes

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    9 comments  ·  Other  ·  Admin →
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  3. Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]

    option to send completed documents to a specific email address automatically

    57 votes

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    8 comments  ·  Automations  ·  Admin →
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  4. Automatically Calculate Exchange Rate

    Wants to enter one product list in USD and then when change currency, it updates with the exchange rate (europe and asia mainly). see having 10-15 currencies needed over the next few years

    9 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  5. contract text to update with the appropriate language based on the option the user selects

    contract text to update with the appropriate language based on the option the user selects

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  6. Save Custom Colors within PandaDoc

    Client would like the option to save custom colors within pandadoc

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  7. Option to use the format of saved Content Library Item when adding to a new document or template

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  8. SFDC visibility across workspaces

    The ability to enable SFDC integration to all workspaces at the same time

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  9. Two way sync for Stripe

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. The ability to make the field area transparent when adding the field to the uploaded area

    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. Attach PandaDoc attachments to SalesForce opportunity as well as the document's copy

    After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments

    17 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  12. Create contact with filled-in fields via form automatically

    OK I understand. However instead of me entering their information into the contact in the Contacts tab, can I send them like an form, or invite so they enter their information .. then they become a contact that way

    16 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. custom role should be able send the document without needing to edit it

    custom role member should be able send the document without needing to edit it

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Export (backup) all data from PandaDoc

    Export all data from PandaDoc

    9 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. Add attachments to email messages

    10 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  16. Pull user email address from Contact object in MS Dynamics

    Pull user email address from Contact object in MS Dynamics

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. ability to CC a 3rd party to receive completed forms (embedded template)

    2 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  18. multiple choice with Zapier

    pull the information that client selected with multiple choice with Zapier

    8 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  19. Add Subscriptions to Pricing table

    Add advanced subscription pricing capabilities, so the recipient may select the subscription and items within it within pricing table

    5 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  20. Freshsales custom fields as tokens

    Make custom fields in Freshsales visible as PandaDoc tokens.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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