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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7169 results found

  1. HubSpot: setup variable formatting

    HubSpot variable should have capability to exclude values of zeroes after the decimal point

    4 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  2. Recipient experience: select an option for full or split payment

    We would like to give a signer the choice of paying in full up front with a discount or full price in 2 payments.

    4 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  3. "Select All" Filter in Reporting

    When trying to download reports or make a custom report, it is very troublesome when you try to filter and have to click each individual select button so that the contract can be input into that report - my solution is if you can add a "Select all" feature? Similar to the select all feature when on the document home page - it allows you to search up a keyword and bulk select . This will be very useful. Thank you again! Screenshot inserted below.

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Specify available quantity for products in pricing table and quote builder

    The ability for users to to place a specific quantity for products in pricing table and quote builder so customers can see the available count

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Zelle and Venmo payment integration

    4 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  6. Add additional signers to a document after it has been sent

    Add additional signers to a document after it has been sent

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Being able to select several templates for one unique Automation

    4 votes

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    3 comments  ·  Automations  ·  Admin →
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  8. Converting a workspace into an independent account

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Have Slack integration with EU Server

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. Option to setup default sequence to all documents

    The ability to add a default sequence to documents, f.e. setup one sequence for all templates so the documents created from these templates keep one sequence

    4 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Shared templates can be moved to the folders

    shared templates can be moved to the folders

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  12. Option to sort the documents by several combinations

    Ability to expand sorting to different combination of documents. For example, if there is sequence number and a document title name. Currently they are split up with first all the sequence number type docs and then it will list out the documents without sequence from (A-Z) or Z-A format. Please expand this to combine both if possible

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  13. Keep the formatting when importing Google Doc

    Keep the formatting when importing Google Doc

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Attachment documents mentioned on the Signature Certificate

    Attachments (T&C, Licenses overview, etc) are always sent with contracts, as per Deutch laws they need this information to appear on the Signature Certificate (attachment name) to validate that the recipient has accepted the full package of files they have received.

    4 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  15. Ability to use the collect card details field in relation to Chargify/Maxio

    Ability to use the collect card details field in relation to Chargify/Maxio.
    Currently, you can only use this field with Stripe.

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. Bulk update user emails

    The ability to Bulk update user emails in an account

    4 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Sync Pipedrive contacts with PandaDoc

    sync Pipedrive contacts with PandaDoc so the contacts will be visible on the template or document level

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. Ability to choose which recipients receive signature certificate

    Ability to choose which recipients on the document receive the signature certificate.

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Upload Documents to Rooms

    Ability to let Recipients upload documents to a Room

    4 votes

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    1 comment  ·  Rooms  ·  Admin →
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  20. Link signature fields via field ID to auto-populate across the document.

    Ability for users to link signature fields

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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