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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6986 results found

  1. Would like to have the ability to duplicate a document while in the dashboard view. Currently, you can only Delete it in this view.

    1 vote

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  2. 1 vote

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    0 comments  ·  API  ·  Admin →
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  3. The ability to send an invoice with amounts due and when. For instance, we require a 50% deposit 3 days after the contract is signed and then the final payment is due 48 hours before delivery. We should be able to build these dates and amounts due into the invoice and reminders should be automated as well as the ability to make the payments automatically.

    1 vote

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  4. 1 vote

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  5. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. Add multiple images for each item in Quote Builder at the same time

    1 vote

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  7. 1 vote

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  8. Option to show documents that are submitted automatically with Zapier in the PandaDoc module in Monday.com board.

    1 vote

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  9. Prompt for document sender to complete required fields assigned to them before sending the document (similarly to the unfilled variables pop-up)

    1 vote

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  10. Be able to see the date when a document was moved to Trash.

    1 vote

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  11. 1 vote

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  12. 1 vote

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  13. For enterprise plans, where long-term archiving may be required, allow for a UI option to download the PDF representation of Document using a PDFA (Archiving) format. This should also be an option for Webhook attachments (and any other API end-point that might include a PDF download).

    1 vote

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  14. Integrate with Confluence to add digital signatures to Confluence pages.

    1 vote

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  15. Our (create) linked-objects API call only allows for a subset of compatible CRM objects.

    We should match all of the compatible CRM objects that our CRM AddOns are configured for.

    For Hubspot, that would be:
    * Contact
    * Company
    * Deal

    For PipeDrive, that would be:
    * People/Person
    * Organization
    * Deal

    If we can link to the object from the AddOn, then our API should handle it as well. The allowable Salesforce objects seem to follow this model by allowing for multiple objects/tables.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  16. 1 vote

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  17. [Global Setting] disable the ability for the clients to forward agreements

    1 vote

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  18. Option to setup which PandaDoc activity is shown in HubSpot activity feed. For example, show only sent documents.

    1 vote

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  19. 1 vote

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    • Will allow the user to upload and view stamp in the mobile App
    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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