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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5383 results found

  1. PandaDoc API : Utilize CSV data

    PandaDoc API that can utilize the CSV data gathered when a form is completed

    2 votes

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    1 comment  ·  API  ·  Admin →
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  2. Home: waiting for others tab for all documents within workspace

    Option to have Waiting for others tab for all documents within workspace

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Keep the date field formatting when passing HubSpot line item that has a billing start date field.

    Keep the date field formatting when passing HubSpot line item that has a billing start date field.

    (now it's YYYY-MM-DD by default and there's no way to change it).

    7 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  4. Text block: automatically fill all of the page

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Download documents directly to Google Drive

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. HubSpot 2-way sync: ability to pull back info from variables to HubSpot

    Ability to pass variables values back to HubSpot if any values have been manually adjusted or added after the document creation.

    8 votes

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    3 comments  ·  Integrations - HubSpot  ·  Admin →
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  7. Bulk send: Allow to use the same email address for different recipients if other data differs

    7 votes

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    0 comments  ·  Other  ·  Admin →
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  8. Ability to add and set up "contract end date" as a field on the document with the ability to send a contract expiration notification

    Ability to add and set up "contract end date" as a field on the document with the ability to send a contract expiration notification (not the same as the document expiration).

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Email group allowed for Sending documents via business email

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Template on PD mobile app

    Customer would like the template to be accessible in the PandaDoc mobile app in their iPad

    5 votes

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    0 comments  ·  Mobile  ·  Admin →
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  11. Smart content value pass through Zapier

    Customer would like to to pass the value of the variable from HubSpot using Zapier through smart content

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Option to Edit the price in Volume Pricing

    • Will allow the user to be able to change the price that is set in volume pricing
    5 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Approval before completing the document

    We need an additional approval stage before the complete stage. It seems like a quite common area in other platforms but I can't find where I can edit this workflow.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  14. Unbundle bundled templates

    to un-bundle a Template Bundle back into individual Templates

    3 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  15. See who is included at the signing level of a document

    When you include someone in a document, put little round bubbles to show people's pictures to show you who was included. It would be nice to have a little green indicator around those circles if they are in the document to show that they are actively in there. Kind of like Google Docs when someone is in there, you can see who is in there. The circles are already there so you'd have to indicate a little differently like a green circle around them or something.

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. Ability to bulk download signature certificates exclusively.

    Ability to bulk download signature certificates exclusively.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Ability to name each quote in a document and rename variables for each quote

    Being able to name each quote you are using. This way if you have more than 1 quote on a document it is easier to know and retrieve the variables from each quote, instead of having quote1.total, quote2.total, etc

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Remove edit this document message when no signature or initial fields

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  19. For the document Signer to be able to select the type of discount: percentage or flat amount

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Ability to set both, percentage and flat amount discount for different products within one pricing table column

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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