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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6608 results found

  1. Create a relation between documents so that recipients can be redirected from the main document to another document seamlessly(not bundling)

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Update recipient view language in one action for all of the documents.

    Previous and new.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Smart content: display product based on variable value (conditional)

    Option to show the product in the pricing table if the value in the variable meets the condition (for example, is the value is true, then display the product)

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Ability to use Stripe recurring payment feature on all PandaDoc plans

    Ability to use Stripe recurring feature to all plans

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  5. Dynamic name of the sender that is displayed in the email.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  6. iFrame error details

    iFrame contents could be something like "You must be logged in to view this contents" instead of the gray screen saying "app refused to connect"

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. JavaScript Embed: Template (Editor 2.0) / document in Draft status.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  8. change the color of the download button

    change the color of the download button for the documents created via API

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  9. Ability to set the "Subtotal" column in the pricing tables as a function where I select what to sum up and what not to

    Ability to set the "Subtotal" column in the pricing tables as a function where I select what to sum up and what not to

    1 vote

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

    We need either a mail merge functionality or integration with Revinate so PandaDoc can automatically pull client details into our templates.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  11. PayJunction

    integration with payjunction payment gateway

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  12. [API] Ability to populate the content with both Variables or Fields

    As of now the ability to populate the content with variables is available in https://developers.pandadoc.com/docs/create-with-content-placeholders-from-template#structure-your-document-details, but not when including fields.

    When the fields are inside the template itself they populate successfully with the values provided, However, in the smart content block the values are not populating.

    1 vote

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    1 comment  ·  API  ·  Admin →
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  13. Hubspot Automations: automate document sending based on the value of the property, conditional sending

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  14. Reset Conditional Fields when document is edited

    Reset the value of the Conditional Fields and the fields linked to them to blank once a document is edited.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Conditional fields rules can be set up for all fields.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Auto-populate contact roles from Dynamics

    Auto-populate contact from the dynamics when creating a document (as it works in SF).

    1 vote

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  17. Payment gateway with Paystand

    1 vote

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  18. Send the document in HubSpot via SMS

    Send the document in HubSpot via SMS

    https://pandadoc.zendesk.com/agent/tickets/514788

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Recipient verification for documents created via Salesforce

    1 vote

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  20. CRM Transfer from Hubspot to Zoho

    Allow PandaDoc deals from Hubspot to transfer to Zoho

    1 vote

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