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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7365 results found

  1. HubSpot: keep product list order

    Option to keep product list order when the products are pulled into the PandaDoc document from HubSpot

    5 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  2. Conditional fields - automatically fill out the value of another field

    Conditional fields - automatically fill out the value of another field

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  3. Smart Content will not include the page only the content items

    Smart content will only put the items on the document will not include the page

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  4. Skipped Optional Radio Buttons/ Checkboxes Warning

    The ability to post a pop up message or warning that optional checkboxes or radio buttons were skipped.

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. Mobile app for EU servers

    Option to use mobile app in case you have EU server

    5 votes

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    0 comments  ·  Mobile  ·  Admin →
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  6. Ability to change default title for documents created via HubSpot

    Ability to change default title for documents created via HubSpot

    5 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  7. Accept and apply discount codes in payment gateways

    accept and apply discount codes (promo codes) in payment gateways

    5 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  8. Ability to pass products from multiple Salesforce objects to a single document.

    Ability to pass products from multiple Salesforce objects to a single document.

    5 votes

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    0 comments  ·  Integrations  ·  Admin →
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  9. Two separate roles with one signer

    Customer would like to be able to assign one recipient in two different roles with signing order

    5 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  10. Pro-rate line items

    The ability to have a table function that serves to show a pro-rated amount within a pricing table.

    5 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. Option to Edit the price in Volume Pricing

    • Will allow the user to be able to change the price that is set in volume pricing
    5 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  12. Automations: Attach PDF to Zendesk sell when PandaDoc document status changed

    Option to have automations: Attach PDF to Zendesk sell when PandaDoc document status changed

    5 votes

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    1 comment  ·  Automations  ·  Admin →
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  13. Background images supported with smart content

    Add functionality that supports background images appearing when CL items are inserted to documents via smart content.

    5 votes

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    0 comments  ·  Other  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  14. option to have a fillable field without any assigned recipients

    option to have a fillable field without any assigned recipients

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. customize the email notification message sent to the recipients that the document is waiting for payment.

    customize the email notification message sent to the recipients that the document is waiting for payment. Currently, the default message is " " document has been signed and is now awaiting payment"

    5 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Sign a document twice (or multiple times) with different dates on it

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  17. Allow recipient to download as .docx

    Allow the recipient to download the document in .docx version, not just the sender. Currently, only a PDF can be downloaded in recipient view.

    5 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  18. Set (all) Field Defaults by Workspace

    The ability to set default field settings from the Workspace level instead of the "individual" document level would help save time, especially with my larger documents where more fields are required.

    For example, setting a default for "autofill with signing date" and requiring the "Text field" while also unchecking the "multiline text" box, are just two examples of how I'd like this feature to be used.

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. No labels on Radio Buttons

    Have the option to add radio buttons without having to label them.

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  20. Approval workflow after suggest edits

    Customer would like to have another approval workflow after changes has been made for suggest edits

    5 votes

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    0 comments  ·  Approvals  ·  Admin →
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