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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6930 results found

  1. Re-arrange pre-selected smart content within a module.

    7 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  2. The ability to turn off the pop-up asking to save the document as template

    Option to remove a pop-up Save as template. It shows when a new document is created and sent from the editor that asks to convert the document to a template, and you can choose that or exit out.

    7 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  3. allow recipients to choose a payment method

    allow recipients to choose a payment method

    7 votes

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    4 comments  ·  Payments  ·  Admin →
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  4. PandaDoc mobile app and Monday CRM mobile app integration.

    PandaDoc mobile app and Monday CRM mobile app integration.

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  5. Conditional recipients

    It would be nice to have conditional recipients so that in [blank] situation, the document would be sent to [specific recipient group].

    7 votes

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    1 comment  ·  Automations  ·  Admin →
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  6. automatically change document status to Completed

    automatically change document status to Completed

    7 votes

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    3 comments  ·  Automations  ·  Admin →
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  7. Hide signatures from other signers

    We are having problems because the signatures on the document are visible to others and this can cause them to be copied (screenshot) and used later, causing distrust of the signers.

    7 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  8. Multi-stage Approval Workflow for Approver Group

    Approver A approves the document, only then it goes to Approver B for the final approval

    7 votes

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    1 comment  ·  Approvals  ·  Admin →
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  9. calculate subtotal for 1 item in pricing table

    calculate subtotal for 1 item in pricing table ( in case there are many items. at the moment if the quantity is 5 for example, line subtotal will be for all 5 items. Clients need to see also subtotal per item and then subtotal for the needed quantity.

    7 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  10. Option on Mobile App to add Blocks

    Option on Mobile App to add Blocks

    7 votes

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    1 comment  ·  Mobile  ·  Admin →
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  11. Greek / French / German bank transfer through Stripe

    7 votes

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    3 comments  ·  Integrations  ·  Admin →
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  12. Bundles working with Salesforce

    Should be possibility to start a bundle when creating a document bundle from Salesforce

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. Link documents to MS Dynamics CRM objects.

    Link creation with MS Dynamics.

    7 votes

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    3 comments  ·  Integrations  ·  Admin →
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  14. Restrict downloading a PDF of a Form for recipients

    Disable the ability for recipients to download forms

    7 votes

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    1 comment  ·  Forms  ·  Admin →
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  15. Connect to an account in Salesforce (not opportunity)

    Allow a document to be directly attached to the entire account in Salesforce, instead of just an opportunity

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. Highlight/ point out unassigned fields in the template/document

    should be an easy way to see which fields are not assigned (in addition to green color, such fields can be highlighted somehow or pointed out/ do have a pop-up so it will be easier to find the unassigned fields

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. Workspace details via API

    to get the pandadoc workspace from any api

    7 votes

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    0 comments  ·  API  ·  Admin →
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  18. Pull data from custom HubSpot objects

    7 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  19. Drag and drop images straight onto the template

    7 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  20. Sum total before discounts while still showing discounts per line item

    Have the totals that are pre-multiplier (pre-tax, pre-discount, etc) that you can use (or default to) in the pricing table totals section (or in the columns for that matter).

    7 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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