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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7125 results found

  1. Share document to a room directly from the actual document

    Customer would like to have the ability to share the document created from CRM directly from the actual document to the room.

    3 votes

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    0 comments  ·  Rooms  ·  Admin →
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  2. Zapier: ability to download uploaded files from collect file field

    Customer would like to download the uploaded files from the collect file fields by their recipient via Zapier

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Pass values from HubSpot along with currencies to the document

    Pass values from HubSpot along with currencies to the document

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  4. Re/Name Template via API

    Currently in the API there is no method to set the name of the templates when uploading as a bundle.  It defaults to the template name which is not suitable to API processes

    3 votes

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    1 comment  ·  API  ·  Admin →
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  5. [Upload} Increase File Limit from 10 to more than 10

    Client wants to be able to add in a large number (about 40) of files when creating a document. Right now they're limited to 10.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Approval workflow in rooms

    Since we have a Room which allows us to create a secure collaboration space. It will be benefecial to have a general Approval Workflow process within the room before publishing

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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  7. to change the colour of individual text elements in a quote builder

    to change the colour of individual text elements in a quote builder

    For example, to make the ticks green and the crosses red in the description

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  8. Add the status: "Expired" and "Viewed" to the automation: Move the document to a PandaDoc folder when PandaDoc document status changed

    Currently there are no status change to "Expired" and "Viewed" as trigger events, adding these 2 events would be necessary

    3 votes

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    2 comments  ·  Automations  ·  Admin →
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  9. The ability to search templates from a specific folder only when creating a document from Pipedrive

    The ability to search templates from a specific folder only when creating a document from Pipedrive

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. Add link/button redirect to different page within the document

    Have the ability to to add a link or button, that if selected by the signer, they are directed to a different section on a different page

    3 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  11. PandaDoc Plugin to other Website: PestPac

    Link Pandadoc to PestPac

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  12. Pricing Table: Clients want to see a breakdown of how much they're paying per month and I want to see the total value of the contract.

    I need a multiplier so I can break down for the client what we are doing per month and for how many months we are going to provide that service. (and have that value correct in Panda Doc)

    3 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Pass dropdown property with the list of options from HubSpot to the PandaDoc dropdown field

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  14. Variables for Images

    Support images in variables. Option to have variables for images

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Trash Bin: Be able to view documents without restoring them.

    Trash Bin: Be able to view documents without restoring them.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Card details field for PayPal

    Card details field for PayPal

    3 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  17. Separate Room templates into folders

    Separate Room templates into folders

    3 votes

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    0 comments  ·  Rooms  ·  Admin →
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    In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  18. Export SMS Credits and Contact Numbers

    Ability to export the SMS credits noting each number it has been used

    3 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  19. Convert a document directly to a form

    I am able to publish a document as a form by going to forms, adding a document from templates, and then selecting Publish. I wanted to know if it is possible to do this within the "All Documents" folder. The process seems very complex to create a form from a document.. I have to convert my document to a template first, then go to Forms, add the document from the template, and finally publish it. This change seems unnecessarily complicated.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  20. Add an API to retrieve Product Catalog Categories

    Using the Developers Tools in the browser console to request the catalog list is a very cumbersome way of getting the UUID's for all the categories and sub-categories. I think it would be nice if you were to create a public API that would allow to get all the category ID's and corresponding names for further use.

    3 votes

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    0 comments  ·  API  ·  Admin →
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