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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3829 results found

  1. [Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc

    Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.

    15 votes

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    Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Admin →
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  2. Link to CRM Zoho

    Link documents to Zoho CRM from PandaDoc side

    15 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  3. Bulk sending of multiple documents via link sharing

    15 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  4. PandaDoc supports SVG images

    15 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  5. More options to add videos

    More options/ways to add videos. Embedding options

    15 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  6. GoHighLevel CRM

    GoHighLevel CRM

    14 votes

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    0 comments  ·  Integrations  ·  Admin →
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  7. Allow recipients to revisit unfinished forms without having to restart the form process.

    Allow recipients to revisit unfinished forms without having to restart the form process.

    14 votes

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    1 comment  ·  Forms  ·  Admin →
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  8. tiered pricing, (as opposed to volume pricing)

    Tiered pricing, but the price for the first items is set regardless of quantity. For example, if the price of an item is $750 for the first 5 and $600 for any items after, if an order of 20 items is placed, the price would be
    5 x $750 + 15 x $600, instead of 20 x $600.

    14 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Ability to pass billing frequency fields into the pricing table for HubSpot line items.

    Ability to pass billing frequency fields into the pricing table for HubSpot line items.

    14 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  10. Export specific data from Reporting, based on filters

    Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
    Ability to get not the overall report, but only the info you see inside the app after applying filters

    14 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  11. attach bundle documents as a single file upon completion

    attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")

    now they are attached as separate files

    14 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Active Campaign: Ability to use tokens

    Pull in info via tokens with Active Campaign integration

    14 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. Ability to restrict access to certain templates with password.

    Ability to restrict access to certain templates with password.

    14 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  14. Recover deleted Templates & Content Library items

    14 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  15. Ability to set an expiration date for the document for "today/by the end of the day".

    Ability to set an expiration date for the document for "today/by the end of the day".

    14 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Replace source file for Forms [Workaround in comments]

    For example, the client has a Form with 100+ fields and doesn’t want to replace the fields if needed to update the underlying pdf

    14 votes

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    2 comments  ·  Forms  ·  Admin →
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  17. Internal notes or comments on a document/template

    We would like to have an internal note on a document

    14 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
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  18. content library export

    It would be great to have an option to export my content library

    14 votes

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    3 comments  ·  Templates & Libraries  ·  Admin →
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  19. Mollie / Stripe with iDeal

    Hello! I'd love to have an integration with iDeal/Bancontact for payments with my customers from Holland and Belgium. I am using Mollie right now and i saw that Stripe supports iDeal too. Maybe you guys could integrate one of them so customers from the Netherlands can do payments too. I'm sorry to say but no one here uses creditcards for these kind of payments. Thanks in advance, and i hope to see the integration soon!

    14 votes

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    7 comments  ·  Integrations  ·  Admin →
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  20. Google Workspace

    Integrate Pandadoc with google Workspace

    14 votes

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    3 comments  ·  Integrations  ·  Admin →
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