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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6930 results found

  1. Undo catalog update

    5 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  2. AmoCRM

    Integration with AmoCRM,

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Pricing Table: Set a Min/Max on Quantity when it's Editable for Recipients

    Be able to set a Min/Max on Quantity when it's Editable for Recipients

    5 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  4. Document Forwarding Help Text (Change forward button text and make it more visible)

    Customer needs some kind of help text for when a recipient needs to forward a document. When it gets to them, they do not really understand how to forward.

    Would be great to have help text or a walkthrough on the forwarding option (or just make it a little more visible) so its clear what to do on the recipient end.

    5 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  5. Recurly

    Native payment integration with Recurly that allows customer to pay in-app immediately after signing the deal.

    5 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  6. The ability to create custom buttons inside PandaDoc documents.

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. [HubSpot] The "Modified date" field in attached docs

    5 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  8. To be able to provide placeholders for checkboxes in Zapier. EV2

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Automatic backup

    Automatic backup of documents and statistics.

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  10. Ability to format custom product fields from Salesforce

    Ability to pass custom product fields from Salesforce as currency.

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. "Pay here" custom button

    Have an ability to create a button "Please pay by clicking on the...."
    So you can drag and drop that button unde the pricing table and add text like "Please pay certain amount by clicking on the green button in the right top corner".
    As in some cases clients do not see the small green button to submit the payments.

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  12. Lock fields when redlining

    After we accepted some red line changes, all of the text fields that we had added for people to fill out no longer aligned with the formatting and where they were supposed to be. Is there a way to lock a text field box in line with other text?

    5 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. pass category field from ZOHO product into pandadoc pricing table

    pass category field from ZOHO product into pandadoc pricing table

    5 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  14. Integration with Redsys (payments)

    Redsys integration

    5 votes

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    Idea  ·  3 comments  ·  Payments  ·  Admin →
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  15. Authentication process for approver

    Authentication procedure for approver (password, etc).

    5 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  16. Document/signature forwarding is allowed to specific recipients

    Can I use the document forwarding // forward to new signer, but only have it turned on for one signer instead of all?

    5 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  17. List documents endpoint

    API: List documents endpoint

    The option to show:

    1) total number of pages
    2) total number of documents

    5 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  18. Key-based digital signature

    Key-based digital signature for PandaDoc: https://helpx.adobe.com/acrobat/using/certificate-based-signatures.html

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. change color of font on recipients end for filling in fields

    change color of font on recipients end for filling in fields

    5 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  20. Auto page size adjustments

    Content library items automatically adjust to template page format settings. So CLI in US Letter become A4 formatting if thats what the template is set to.

    5 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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