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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7456 results found

  1. Document Opened Date System Variable: Autofill date field or variable with date recipient opens the document

    option to setup a fillable field for date that will auto fill the date that the client opened the link

    17 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Google docs extension similar to word

    Have the same functionality as PD word extension but within Google docs

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Link Salesforce record expiration settings

    Link Salesforce record expiration setting to PandaDoc document

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Recognize pricing tables (and calculate the document value) after the document/template is created via upload based on the pdf of the PD doc

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  5. Use Zoho for Australia

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Option to send completed pdf copy to one recipient only

    3 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Payment gateway with EasyPayDirect

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. [Bulk Action] Upload Multiple Images into Document or Template

    15 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Staggered Payment

    3 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  10. Archive documents

    Archive documents

    59 votes

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    9 comments  ·  Other  ·  Admin →
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  11. 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

    59 votes

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    8 comments  ·  Automations  ·  Admin →
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  12. 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  ·  Quote Builder & Pricing table  ·  Admin →
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  13. 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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  14. 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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  15. 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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  16. 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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  17. Two way sync for Stripe

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. 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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  19. 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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  20. 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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