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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6688 results found

  1. Search by quote Sequence Number

    Be able to search for a document based on the Quote Number

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  2. Once document signed allow owner to automatically CC recipients Certain information

    When a customer signs a document, id like an email to go out to my team with certain information from the document.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  3. The option to remove PDF metadata

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Check what conditionals are followed when the conditional approval is used

    Check what conditionals are followed when the conditional approval is used

    Ticket https://pandadoc.zendesk.com/agent/tickets/464156

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  5. The option to have the status of a deal changed in Fresh CRM once a document changes its status

    1 vote

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  6. Auto-populate Variables when Document is Created

    Auto-populate contact info into Variables when a document is created directly from a contact.

    1 vote

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  7. PandaDoc can interface with the client's online banking and always check if a payment has been received.

    1 vote

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  8. Variables for recipients

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Bulk send feature for forms similar to the feature for the documents.

    Bulk send feature for forms similar to the feature for the documents.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  10. Allow sending emails from our own domain

    Allow us to send via our own domains via domain verification (DKIM, SPF and such).

    The recipient experience will be greater and they will feel more secure in opening it.

    1 vote

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  11. Option to extract a particular recipient link via Zapier

    1 vote

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  12. Option to remove watermarks from Documents generated from Free Sandbox

    Option to remove watermarks from Documents generated from Free Sandbox.

    Will allow the user to remove watermarks from Documents generated from Free Sandbox.

    1 vote

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  13. Option to document archive and vault using AWS S3 bucket

    Option to document archive and vault using AWS S3 bucket

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Use custom fields from Sugar CRM in merge rules

    Option to use custom field from Sugar CRM in the merge rules

    1 vote

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  15. Reporting based on the content of the documents

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Option to hide / archive Content library items on the content library panel

    Will allow the user to hide archive or old items showing on the content library panel on the right hand side on document / template level.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  17. Notification when you close to the volume limit

    Option to receive a notification when you are close to your volume limit (documents/forms/bulk send etc).

    1 vote

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  18. zoom functionality to the embedded iframe

    • Will allow the user to use zoom functions in embedded IFrame
    1 vote

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  19. Product category in pricing table SFDC

    I want to have the possibility that PandaDoc recognizes when a section in a pricing table is empty and thereby not show that specific section.

    Here an example, as you can see the section 'Tijdelijke bruikleen' is empty and I want PandaDoc to recognize this and not show the section.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  20. Integration with any Calendar application that can show a proposed schedule for a project within a proposal

    1 vote

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