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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7204 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. Better setup and formatting for documents when they are downloaded by the Recipient

    Many of my Recipients need to download the contracts. Need the PDF document to be setup and formatted correctly when they need to print out the document (correct page break, not dividing pricing tables and remove blank pages)

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  6. Saved Messages in Bulk Send

    Ability to pull the saved messages in bulk send feature

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Product bundle: automatic update

    Option to update products within the bundle in the template's pricing table or quote builder when the Catalog is updated via CSV.
    For now, only regular products are updated in template.

    4 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  8. Update document value if specific radio button is checked

    Update document value if specific radio button is checked

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Option to request payment before sending a document

    4 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  10. Adjust the size of the background image manually

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Salesforce integration - pull multiple related records on a document

    It would be very helpful to be able to generate list of related records from Salesforce. For example: from the account page, generate a list of opportunities related to that account (with the ability to filter by criteria).

    Thank you for your consideration!

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Automation: The automatically sent document will contain information provided by the recipients from the first document

    When using the automation "Sending another document when PandaDoc document status changes" the second document will contain information provided by the recipient in the first document

    4 votes

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    1 comment  ·  Automations  ·  Admin →
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  13. Salesforce: assign recipients from look-up field to roles

    Option to automatically assign recipients to roles upon document creation in case recipients are added via the lookup field in Salesforce

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Option to track user actions within the account

    The ability to track actions such as who has logged in/out and who has removed documents, etc.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  15. Duplicate document within PandaDoc panel/widget in Salesforce

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. Conditional fields - automatically fill out the value of another field

    Conditional fields - automatically fill out the value of another field

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. Kiosk: Forms

    The ability to use forms in kiosk like survey monkey do

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  18. Remove the option to leave a public comment on a form

    Remove an option to leave a public comment on a form for the recipient

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  19. System for Cross-domain Identity Management (SCIM) via okta

    4 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  20. Being able to pull any product info (example SKU) into the Report

    4 votes

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    0 comments  ·  Other  ·  Admin →
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