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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6885 results found

  1. Service Titan

    Integration with Service Titan

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  2. Reporting of multicurrency in the same workspace

    Allow reps who sell in GBP and USD to use the same workspace and still produce accurate reporting. At present global reps have to use different workspace to sell in different geographic areas this is extra work for the reps and requires manual reviews of data

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Will you consider to make it possible to input VAT nr when creating a new contact?

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. Automatically include Stripe fee as a column in the pricing table. 3.75% out of payment amount for credit card payments and 15$ for wire tr

    2 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  5. Pass Pricing from Hubspot to PandaDoc Fields

    To have the option to incorporate pricing to text fields instead of just the pricing table.

    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  6. support Google Drive or MS OneDrive videos

    Be able to support Google Drive or MS OneDrive videos instead of just youtube/wistia

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Page Breaks Between Fields

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Improve the API capabilities for Forms (need full feature parity with embed js in ev1)

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  9. Automatically apply the signature after the customer signs the document in PandaDoc.

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Google docs addon: allow to preassign positions for signatures

    Allow to preassign cerain positions for signatures in the documents of similar format when using google docs addon.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. set a validation for date fields in which one of the dates must be prior to the other

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Total cost in words - variable

    Variable that will type out total cost in words as well as numbers.

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. TOC for pages

    table of contents for the pages/sections. similar to proposify and better proposals

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Auto-update Contact in Contact Library

    If you type in that variable that has missing info, it populates back to the contact library. (ie: Contact is missing title, so it doesn't populate. When you manually add in the title on the document, it updates the contact.)

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. expiration starts once the signer opened the document

    expiration starts once the signer opened the document

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Add/create tags on forms

    Add tags on forms

    2 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  17. Template Overlay

    Allow for a template to be placed on top of a document. For example, if you would be uploading new PDFs, but the signature fields would always remain in the same spot, this would be more efficient than always having to add the fields over and over again!

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Dashboard information for Recipient/Approvers should be changed to full name instead of Initials

    Dashboard information for Recipient/Approvers should be changed to full name instead of Initials

    2 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  19. Email Routing Contingent Upon Response

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Custom roles: restrick view of validation fields

    In custom role settings add setting to disable the view of validation (masked) fields for the user.

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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