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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7096 results found

  1. Ability to use "this month" filter for the reporting.

    Ability to use "this month" filter for the reporting.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Align Optional Item checkbox in a pricing table with the text, instead of with the top of the cell.

    Align Optional Item checkbox in a pricing table with the text, instead of with the top of the cell.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. .doc warning

    If a customer attempts to upload a .doc file (old Microsoft word), give a warning that it is not compatible, and to use .docx instead

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  4. Pandadoc document value in Pipedrive panel

    Show Pandadoc document value in Pipedrive panel

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.


    Here’s what we are building:


    CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.


    Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.


    Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.


    Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.


    We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.


    Timeline Preview: Expect to see these functionalities rolled out in Q2.…

  5. Do you interface with BotDoc.io?

    Am getting ready to implement BotDoc.io as a secured transmission protocal- it interfaces with Docusign & Adobe Sign. I use PandaDoc.

    1 vote

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  6. If the document is in Suggest Edit status in PandaDoc app, the status of the document in API is Viewed.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  7. Additional option for Expiration frequencies: send the document weekly and then monthly

    Flexibility on expiration date settings for South American clients
    (i.e send the document weekly and then monthly)

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. HubSpot form to download a PandaDoc to see readership statistics

    Offer a HubSpot form to download a PandaDoc so we can see readership statistics? How do we set this up?

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  9. Option to "insert from catalogue" in the mobile app

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. Use Two Different Cards on same document with Authorize.net

    Split payment amounts between two different cards on a single document

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  11. Link pricing catalog to specific template

    Assign a Pricing catalogue to be used with a particular template.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  12. Banner Of Feature Difference Across Plans Before Upgrading/Downgrading

    To have a pop-up window to inform the client of the features they have on their current plan vs the new plan they are changing to.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. remove Open PandaDoc option from the page once the recipient signs the document.

    remove Open PandaDoc option from the page once the recipient signs the document.

    Open the document and Open PandaDoc are two different hyperlinks. The first one is created for opening the PandaDoc document and the second one is for the PandaDoc account.

    Your clients do not need to have or see the recommendation about a free trial. They just sign the document and need to open it via their email not via the last page they see once the document is signed.

    https://pandadoc.zendesk.com/agent/tickets/396379

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  14. Pricing table: calculation for one section

    Option to add a percentage fee only for one separate section

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. MS Dynamics: to show Date Only without time stamp

    to show Date Only without time stamp when a document is created

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  16. The ability to add pages from completed documents to the content library.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  17. Zapier automation that notifies when someone leaves message in chat

    Zapier automation that notifies when someone leaves message in chat

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  18. Remove role and its fields during document creation when the role is not assigned

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Prevent a user from modifying a doc created from a template before sending it

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. When both Order and Contract have been completed set status to Closed in Salesforce

    When both Order and Contract have been completed set status to Closed in Salesforce

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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