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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5566 results found

  1. Ability to capture recipient name together with signature field.

    Ability to capture recipient name together with signature field.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Ability to edit spacing in quote builder (Design)

    Ability to edit spacing in quote builder (Design)

    1 vote

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    0 comments  ·  CPQ - Quote Builder  ·  Admin →
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  3. Document expiration variable updated when document is edited at a later date

    Have the document expiration date variable update in the document when document is edited at a later date.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Ability to set up fields to accept the value that's being entered only if the number of characters entered matches the condition.

    Ability to set up fields to accept the value that's being entered only if the number of characters entered matches the condition.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. [Integration feature] Map items from Quickbooks to Pricing table and Advanced Quotes

    • Will allow the user to pass / sync items from quickbooks to PD pricing table / Advanced quotess
    1 vote

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    0 comments  ·  API, Payments & Integrations  ·  Admin →
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  6. For recipient - Ability to view all documents in one place.

    For recipient - Ability to view all documents in one place.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Show all of Card Details

    When using the collect Card Details field allow user to see all of the Card Details. Client stated it is misleading to not be able to see all of the card details.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. block shorter top to bottom to edit PDF

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Ability to set 'can edit' as a default permission type for all new collaborators

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  10. Export metadata of a document

    Export metadata of a document (signer, date, name, variables from the document, etc)

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  11. Automations: Update Hubspot objects with the data indicated in the fillable fields

    1 vote

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    0 comments  ·  API, Payments & Integrations  ·  Admin →
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  12. Change a color of one of two headers in the pricing table

    Change a color of one of two headers in the pricing table

    https://pandadoc.zendesk.com/agent/tickets/497972

    1 vote

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    0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  13. Increase free verification feature limit

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. restrict the access to the completed document for one of the recipients

    restrict the access to the completed document for one of the recipients

    https://pandadoc.zendesk.com/agent/tickets/497799

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. The ability to enable both Sandbox and Production SF within one workspace

    1 vote

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    0 comments  ·  API, Payments & Integrations  ·  Admin →
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  16. Disable Subtotal on Advanced Quotes

    Delete the subtotals (recurring and one-time) permanently.

    1 vote

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    1 comment  ·  CPQ - Quote Builder  ·  Admin →
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  17. Ability to mark all inbox in PandaDoc mobile version as read or unread.

    Ability to mark all inbox in PandaDoc mobile version as read or unread.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Hide multiple columns in the pricing table with one click

    1 vote

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    0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  19. Delete attached file that was upload via manual status change

    Ability to delete the attached file, in the attachment app from uploading an attachment via manual status change

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Ability to export document analytics via API

    1 vote

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    0 comments  ·  API, Payments & Integrations  ·  Admin →
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