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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7063 results found

  1. Set a product price and change the currency for the document based on smart form selection.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. Disable the ability to download a PandaDoc Document from within HubSpot.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  3. I propose the idea of a more client friendly User Interface where the menu can be configured to the clients' needs.
    For example, if a client is not using payments through Panda Docs, or choosing not to pay for the upgrade to use reporting; these menu items should be able to be hidden for a cleaner look and feel.

    2 votes

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  4. Update currency and recurring billing frequency on the document quote automatically based on selections made on the smart form

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  5. Update image inside document based on user sending the document

    2 votes

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  6. Restrict editing of fields once they have been filled out, or lock the fields after they've been filled out, even if the document is not yet completed.

    2 votes

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  7. Option to create a custom variable field where the data will be pulled from the name of an image we upload? For example, whenever we add an image to our PandaDoc document, we also fill out a caption with the image name. If there is a way to automate this task, that would be wonderful

    2 votes

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  8. Please enhance the design of the PandaDoc template list view by ensuring that the "Create Document" option is consistently visible, instead of requiring users to hover over it to access the feature.

    2 votes

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  9. Customer would like to download the uploaded files from the collect file fields by their recipient via Zapier

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  10. Pass values from HubSpot along with currencies to the document

    3 votes

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  11. 1 vote

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  12. Hide product description in Pricing Table

    2 votes

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  13. Automatically add products selected in Quote Builder to a Pricing Table

    2 votes

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  14. Ability to set up a custom role in a way so that users can only see or edit or send documents that they are part of an approver group on.

    2 votes

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  15. When Offer status in Greenhouse changes to Rejected - automatically mark document as Declined in PandaDoc

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  16. Id like to be able to send our documents to our client for signature and review and then once they sign to automatically send to our legal team to approve of it (they don't have to sign just give an okay) and then once its approved to have it sent to our boss for the final signature and completion.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  17. Currently in the API there is no method to set the name of the templates when uploading as a bundle.  It defaults to the template name which is not suitable to API processes

    2 votes

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    0 comments  ·  API  ·  Admin →
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  18. Options for all members to receive the same notifications as the owner

    6 votes

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    0 comments  ·  Rooms  ·  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!

  19. 2 votes

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  20. The ability to pass the document status into a CRM field (as a field value/data) via 2 way-sync or other means.

    2 votes

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