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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7599 results found

  1. Add a signature field to the attachment added to the document via Zapier

    add a signature field to the attachment added to the document via Zapier

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. TakePayments - payment integration

    TakePayments - payment integration

    3 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  3. Option to setup different pricing for recurring charges

    Option to setup different pricing for recurring charges, for example, the subscription changes the price every year (contract term is 5 years, 1st year - 500 USD, 2nd year - 505 USD, 3rd year - 510 USD)

    6 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  4. Setup a due date for recurring payments

    Option to setup a due date for recurring payments

    5 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  5. Upload files from the document to SharePoint

    We would like to retrieve the files uploaded to collect files field via Zapier to MS SharePoint

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  6. Report documents created in PandaDoc and linked back to CRM

    Report showing documents created in PandaDoc and linked back to CRM

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. API: Reorder document pages

    The ability to reorder pages/sections of a document via API.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  8. Report documents created in PandaDoc and linked back to an opportunity in Salesforce

    Would like a report of how many documents are created in PD and linked back to SFDC. Additionally, would like to be able to drill into the data.
    ex. if the number is "2", would like to click on the 2 created and see who created the document, where they linked back to sfdc, and which documents/opportunities they are. (drilldown data)

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Use pricing table information from first document as variables on the second document when Sending another document Automation

    Ability to use pricing table information from the first document as variables on the second document when "Sending another document when PandaDoc document status changes" automation

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  10. Document Creator System Variable

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. When a document's status is manually changed and an attachment is added, this attachment should be added to the document

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  12. Options for symbol shortcuts

    Customer would like to have options for symbols shortcuts like degree °±≤≥ and so on.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. HubSpot: ability to pass total discount (Global terms discount) to PandaDoc pricing table/quote builder block.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  14. Document show viewed only if a signer viewed

    Ability to not have the status change from viewed to Sent when people that are CC'ed open and view the document. Have the document change status from Sent to Viewed only when the Signer has opened and viewed the document.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. When signature forwarding, it will automatically update other fields or variables

    When signature forwarding, it will automatically update other fields or variables when it is sent to another signer

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Have a general "To Sign" document status

    "To Sign" document status for all documents within the workspace so you can filter them by this status under My documents

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Option to add crop marks

    Option to add crop marks

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. PayU integration

    PayU integration

    2 votes

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  19. Quote builder design: ability to change 'Text' column alignment.

    12 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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. Deluxe Payments Platform (DPP).

    DPP payment gateway (Deluxe Payments Platform (DPP)).

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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