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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6884 results found

  1. MFA (Multi-factor authentication)

    2 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  2. Automatically send a document when a template is created

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Ability to select the field that the recipient will be taken to first.

    Ability to select the field that the recipient will be taken to first.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Ability to filter or disabled integrations in the workflow creation process.

    I don't use 99% of the integrations available in workflows. It would be very helpful if a filter tool on the left side of the "Create a workflow" screen allowed me to choose which integrations I want to see workflows for. That way, I don't have to search for exactly what I want. A crude UI/UX example is attached.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  5. Option to approve new users

    When people add others to my team I would like the option to approve

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Visibility of a document status for a CC recipient

    The option for a CC recipient to see the status of the document.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Automatically charge installment payments

    The option to automatically charge the payer for succeeding installments.

    4 votes

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    0 comments  ·  Payments  ·  Admin →
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  8. Remove stripes from fields using conditional logic

    Remove stripes from fields using conditional logic

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Add custom tabs inside rooms

    The ability to add tabs inside of rooms aside from the ones already generated i.e documents&files tab

    5 votes

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    0 comments  ·  Rooms  ·  Admin →
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  10. Automatically turn on 'Enable optional item' for pricing tables and quote builder

    Automatically turn on 'Enable optional item' for pricing tables and quote builder instead of having to manually enable this

    4 votes

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    2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  11. Box.com integration

    Integrate with Box.com

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  12. Customize SMS Reminder

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  13. Add variables to the Room

    add variables to the Room

    15 votes

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    1 comment  ·  Rooms  ·  Admin →
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    On Roadmap  ·  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.

  14. [MS Dynamics][Automation Workato] Make MS Dynamics automation work with Quote Builder

    At this point, we are able to update products for MS Dynamics opportunity, once changes are made to the products in the pricing table and the status of the document is changed. Would be great to implement the same for QB.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  15. Add a filter to waiting for others

    Add a filter waiting for others section so they keywords and recipient's email/name can be used

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  16. Integration with AgencyBloc

    AgencyBloc (a CRM for insurance brokers)

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  17. Catalog - option to not have a price for an item

    Catalog - option to not have a price for an item. Not required to enter a price when creating an item/product in the Catalog.

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  18. Stripe: ability to stop recurring payments through PandaDoc

    Stripe: ability to stop recurring payments (cancel subscription) through PandaDoc, not only via payment gateway

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  19. Epay - payment integration

    Epay - payment integration

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  20. Automatically highlight selected item in pricing table

    The feature to automatically highlight (or just make text bold)selected line items when a recipient modifies its properties such as quantity or select the item.

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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