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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7689 results found

  1. API - add "Required" value for fillable fields in getting template details

    "Required" value for fillable fields in getting template details

    4 votes

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    0 comments  ·  API  ·  Admin →
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  2. Payment options aside from credit card in payment integrations

    Ability to use other payment options aside from credit card when payors are trying to pay via the document. Payment options such as Debit, Credit, Bank, and Apple pay or other cardless options.

    4 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  3. Outbound Email Audit Log: See Email Message Content Sent to Customer

    I am trying to do is find the original email message that came with the document sent notification. Even though I and other team members were copied on the outbound email, we do not see that message and would like to reuse that language in the original mail. Is there a way for us to get an outbound email audit log to see the messages we sent via panda?

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. export the template details into a spreadsheet

    export the template details into a spreadsheet

    4 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  5. The option to include NDA to sign for the recipients before they can access the document

    The ability to insert an NDA for the document. The NDA would be displayed before the recipient accesses the document and would also prompt the recipient to sign it first.

    4 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  6. Ability to change the properties of multiple text fields at once

    4 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  7. Option to turn off auto-sending once the CC'd recipient is added to Sent document.

    4 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  8. See the recipient's details in the 'document.viewed' webhook.

    To have the option for Webhook to expose an IP or recipient details of who viewed the document.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. Zapier - changing the status of a Hubspot deal with an uploaded file (not just a Template or Form)

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  10. `Merge variables

    (for example if I wanted to take "[Client.FirstName] [Client.LastName]" and make it "[Client.FullName]" to use in a MergeField.

    https://pandadoc.zendesk.com/agent/tickets/529706

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Additional Functionalities in Inbox

    Additional functionalities in the inbox section like moving the received items to a different location

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  12. obtain all content blocks and fillable fields from a template and pull it up to another template, via API

    obtain all content blocks and fillable fields from a template and pull it up to another template, via API

    4 votes

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    0 comments  ·  API  ·  Admin →
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  13. Ability for table block to have same features as Excel

    Ability for Table block in PD to have the same features as Microsoft Excel

    4 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Pass payment information to Quickbooks

    Pass payment information (CC details) to the customer record in Quickbooks once the payment is made.

    4 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  15. Ability to set up a condition which hides empty pricing table columns.

    Ability to set up a condition which hides empty pricing table columns.

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. Ability to remove default design themes (Basic, Classic, Modern)

    4 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  17. Salesforce: product description mapping

    Option to pull the product description from several fields in Salesforce into the Description under the Name column in the pricing table

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. Signature block rotation

    The client wants to be able to rotate the signature box so he can put it on the side, vertically

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Ability to set multiple columns when going through contact documents

    i.e the ability to alphabetize documents while also setting the order for the status column

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Suggest edits on the Template level

    Suggest edits on the Template level

    4 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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