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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7562 results found

  1. Ability to link PD documents to Freshsales deals

    5 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  2. "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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  3. 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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  4. 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  ·  Quote Builder & Pricing table  ·  Admin →
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  5. accept payment via Paypal subscription

    5 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  6. Integration with Redsys (payments)

    Redsys integration

    5 votes

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    Idea  ·  3 comments  ·  Quote to Cash  ·  Admin →
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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. Document Forwarding Checkbox

    When forwarding a document to another customer, the customer (not a PD user) often miss checking the "Allow person to sign this document instead of me" check box.

    Would like to have an option to turn it on by default or at least have some help text pop up when forwarding is turned on for the customer.

    5 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  13. [Zendesk sell] sync pandadoc and zendesk sell contacts

    sync pandadoc and zendesk sell contacts

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. Choose a folder in which documents created from HubSpot will appear

    5 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  15. Sequence number change

    Possibility to change sequence number after the document has been sent.

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Payment block without configured gateways

    Option to use Payment block without configured gateways.

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Make the upload field contents available to all recipients

    5 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Ability to send password-protected documents in bulk

    5 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Add value on textfields using CRM variables

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Allow a PandaDoc user to see when an expired document is opened

    For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)

    5 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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