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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6985 results found

  1. Fields move automatically with text blocks: link fields to blocks

    fields stay in place and move with content of text blocks ev2

    129 votes

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    20 comments  ·  Usability Improvements  ·  Admin →
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  2. Upload docs to PandaDoc with the Print feature

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. HTML email templates

    Ability to create HTML email templates and footers for document delivery.

    9 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  4. "Pay here" custom button

    Have an ability to create a button "Please pay by clicking on the...."
    So you can drag and drop that button unde the pricing table and add text like "Please pay certain amount by clicking on the green button in the right top corner".
    As in some cases clients do not see the small green button to submit the payments.

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  5. HubSpot product description to be pulled into PandaDoc in a bulleted list

    Ability to have product description in the pricing table pulled from HubSpot in a way it is inside the HubSpot in the product description. ex: Bulleted points.

    14 votes

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    Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Admin →
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  6. Placeholder for a field : Ev2

    Divide placeholder for a field in Editor 2.0 as it is in Editor 1.0 (Title and Name).

    4 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. save initials in the account like signatures

    save initials in the account like signatures

    10 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Option to test payment on a document using Stripe (sandbox)

    Customer would like to test using Stripe (if it is possible without using their card for payment)

    28 votes

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    3 comments  ·  Payments  ·  Admin →
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    In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  9. Zapier. Ability to update SF opp amount and products when a pricing in PD changes

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. change API response for uploaded ev2 document creation when fields are not properly mapped. Users still get 201 created response despite no

    change API response for uploaded ev2 document creation when fields are not properly mapped. Users still get 201 created response despite no new docs in their document list

    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. Pass formula fields from Freshsales with commas

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Ability to turn off specific notification emails sent to recipients.

    Ability to choose/turn off which email notifications the recipients/Signers will receive.

    118 votes

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    13 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Description as a separate column

    The option to have a description in pricing table as a separate column (Ev2).

    8 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  14. "Get Started" button in the bottom right corner

    How about moving the "Get Started" in the bottom right corner? It's not located in a very good spot - it's in the way of chat.

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. allow payment forwarding after another recipient signs to a user this isnt a recipient

    allow payment forwarding after another recipient signs to a user this isnt a recipient

    6 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  16. Route CRM generated documents into PandaDoc folders

    Route CRM generated documents into PandaDoc folders

    8 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  17. Flatten PDFs before the upload

    If the PDF is not flattened, some content can be missed after upload

    18 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  18. Localization: another language for internal notifications

    The option to make internal notifications (like X has viewed, Y has completed) appear in another language.

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Localization: Page numbering in another language

    The option to change the page numbering (in PDF) to another language (Dutch).

    9 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  20. Deal owner not included as CC

    The option to not include Deal owner as CC recipient if creating document from Pipedrive.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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