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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6438 results found

  1. HubSpot - tokens available on deals for linked/sub/ associated deals

    2 votes

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  2. PandaDoc to support real-time payments, cash-based vouchers, bank transfers, or buy now, pay later methods through Stripe.

    2 votes

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  3. 1 vote

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  4. Custom role can be used for the SSO

    1 vote

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  5. 1 vote

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  6. With the bulk send feature, it would be great to have the flexibility to either send them all at once, or send them individually if we wish.

    1 vote

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  7. 2 votes

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  8. The ability for users to set a fixed amount depending on the total number of items. Example, anything that is above 10 pieces will have a total price of $1000, and so on.

    1 vote

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  9. The feature that will allow users to generate a report that shows all contacts/recipients who have signed a PandaDoc document with the document status indicated.

    1 vote

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  10. 1 vote

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  11. Generate a contract in HubSpot when a document is completed/signed/paid

    2 votes

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  12. The customer requests to change the subject line on the form when the copy was sent to the submitter of the form. Customer would like the subject line to indicate as them (form creator) instead of the submitter who sent them the copy of the form

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  13. Notification based on dropdown selection. If selected yes, the sender gets a notification

    2 votes

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  14. Customer would like the automatic send reminder would detect not to send the automatic reminder if they have manually push the send reminder option to resend the document

    1 vote

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  15. Automation that would allow to upload a fully-signed deal on paper, mark it as Completed, and have it moved to a specific folder.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  16. HubSpot variable should have capability to exclude values of zeroes after the decimal point

    1 vote

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  17. Document completion date variable

    2 votes

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  18. 1 vote

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  19. 1 vote

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  20. hide/conceal information in variables if recipients have not yet signed

    2 votes

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