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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6930 results found

  1. Ability to use different PayPal accounts within one PandaDoc workspace.

    Ability to use different PayPal accounts for different templates within one PandaDoc account.

    5 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. Add an attached file to saved messages

    Be able to attach a PDF to a saved message, so that you can send it with every document.

    5 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. Be able to change the background color of text fields (not text blocks)

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  4. Add the same SKU for multiple catalog items

    5 votes

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  5. The ability to get rid of the 'Report Spam' option that shows in the document sent email to the recipient.

    5 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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  6. Prepopulate phone number in recipient verification

    prepopulate phone number in recipient verification

    5 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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  7. Populate ClientTitle variable directly from Sugar CRM

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. Use text values in pricing column: add text to the price column in the pricing table

    add text to the price column in the pricing table like: To be determined instead of the price

    https://pandadoc.zendesk.com/agent/tickets/371750

    5 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  9. bundling approval workflow

    Right now, when I try to create a bundled transaction, the approval workflow that was in place with selected templates or documents disappears--

    5 votes

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    0 comments  ·  Approvals  ·  Admin →
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  10. Route notifications to another person: notify someone (not a document owner/participant) that the document signed [Workaround in comments]

    route notifications to another person

    5 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. Update Zapier to include 'Change Document Status' action

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Automatically link Salesforce Opportunity ID back to the PandaDoc

    We currently have an integration with Hubspot and Salesforce. I believe we have a process where a document is attached to a Hubspot deal, and at a certain point, Hubspot creates a Salesforce Opportunity record as a result of that deal. How can we automatically link that Salesforce Opportunity ID back to the PandaDoc?

    5 votes

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    0 comments  ·  API  ·  Admin →
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  13. Include a Version Number in the Document Sequence Number

    Regularly we have to update a proposal to a customer who requested a change. The changed document does not reflect it is a new version to the customer. Expand the ability of versioning to include a manual full version change from 1 to 2, 2 to 3. Then include this in the Document Sequence number as v1, v2, v3. This will provide a very clear indication of a version change to the document

    5 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  14. Ability to remove "Client" as a default addition to new templates

    Would like the ability to remove the default "Client" role from new templates.

    5 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  15. Disable a PDF copy for the signed form

    Disable a PDF copy for the signed form (do not send a pdf of the signed document from a form)

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. drag and drop series of checkboxes

    drag and drop series of checkboxes

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. fields within rows should not shift while removing rows from the table

    fields should not shift while removing rows from the table

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Compile documents of merged HubSpot objects

    When merging two HubSpot objects (B to A), the PandaDoc Document links are lost and never merged into object A.

    5 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  19. Conditional Variables

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. The ability to resend a declined document without having to edit and put into draft status.

    5 votes

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