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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7365 results found

  1. Set up the format for different currencies in the workspace settings

    1 vote

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  2. To show the company name in the report as we have some signers signing for multiple brands

    1 vote

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  3. Ability to secure forms with passwords/ sms verfications/ email verifications

    9 votes

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    2 comments  ·  Forms  ·  Admin →
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  4. A way to have more than one header in a table. For example, the option to have two primary headers as well as section headers

    2 votes

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  5. Have the ability to edit the subject line when inviting a collaborator

    1 vote

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  6. Ability to adjust video links via API.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  7. HubSpot two-way sync: add the document link we generate to an email on HubSpot

    1 vote

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  8. We are trying to review the comments and suggestions on a completed document in order to improve our templates and processes. We can see the history of comments, but they are separate from the document so we don't know where those comments were made. I know we can restore previous versions of a document, but we don't want to create a duplicate for every document when reviewing. Is there any way to see the history of comments/suggestions after a document is completed?

    1 vote

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  9. Currently, endpoint
    https://api.pandadoc.com/public/v1/contacts/{}contact_id{}/ does not allow updating of saved contacts' email addresses, it would be better if all contact info can be updated via the request.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  10. In our subcontractor templates, we always have a couple of fields that describe the client. So I'd basically like to add the client to the contract as well, without involving him in the signing process. So in summary, I'd like my client to assume the 'client' role in my PandaDoc templates, without actually CC'ing him/her

    2 votes

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  11. Make it possible to search the automations, its time consuming to scroll through an entire list of automations

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. The customer would like to be able to download the uploaded file from the 'collect file' field in HubSpot.

    1 vote

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  13. Customer would like the CSV file in bulk send to automatically synced the phone number from the PandaDoc contacts.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. Customer would like to have an option to retrieve the customize notification that they created when they send an invite to the room

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  15. 1 vote

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  16. 1 vote

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  17. Webhook for the subscription created in Stripe once the document is paid

    1 vote

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    0 comments  ·  API  ·  Admin →
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  18. The Nutshell integration to be made available for accounts in the EU server.

    1 vote

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  19. Have the ability to add in SMS verification to bulk send

    5 votes

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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!

  20. Display profit margin in the pricing table. We are attempting to add a table that can show sale price, cost, margin and margin %.

    3 votes

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