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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7374 results found

  1. Countdown Widget visible to recipients that updates automatically each day, so they know how many day are left till the document expiration.

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  2. customize triggers for Zapier setup

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Adding different prices for one item in catalog

    4 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Mass duplicate

    Mass duplicate documents. Checkboxes dont work for this user

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Export recipients' data of the docs in a specific status

    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  6. Transfer documents from Hubspot to Salesforce

    Automatic document transfer from Hubspot to Salesforce.

    4 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  7. "No Payment Collection" UI visibility on Quote builder with no Payment gateway configured

    "No Payment Collection" button is showing in draft documents even when payment collection is disabled.
    There is nothing to disable in Settings Payment gateway since there is no Payment gateway configured. The Message only appears when the Quote Builder is selected

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. HTML on Rooms feature

    The ability to insert/embed HTML or a code block in Rooms.

    3 votes

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    0 comments  ·  Rooms  ·  Admin →
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  9. Disable the option for the recipient to reply on the reminder

    Disable the option for the recipient to reply to the reminder

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Move the "Action required, waiting for others, finalized..." tabs to sit next to the "Home and Team Dashboard" option

    Move the "Action required, waiting for others, finalized..." tabs to sit next to the "Home and Team Dashboard" option at the top of the screen

    3 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  11. Integrate PandaDoc with a Tax calculator

    Integrate PandaDoc with a Tax calculator

    3 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  12. Smart Content: Populate items based on Pricing Table selection

    The ability to populate content library items using a Smart Content Block based on what products are checked/selected in a Pricing Table/ Quote Builder.

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Option to link conditional fields to payment

    Add an option to link conditional fields to payment. For example, if the user selects 'Yes', they proceed to payment; if 'No', the document will be completed without payment.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Allow Document Sender Reassignment Without Resetting Signatures

    When a user leaves the organization and is removed from the PandaDoc workspace, their name remains as the sender on all previously sent documents. This creates confusion for clients, especially when trying to access or reference older documents sent by former employees. Have the ability to reassign the sender or update the sender information on previously sent or completed documents without impacting the document’s status.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Billing frequency in Quote Rules - set the number of months in the billing frequency

    The customer needs to - set the number of months in the billing frequency so the contract term is calculated

    3 votes

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    0 comments  ·  Workflows  ·  Admin →
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  16. Set specific time for auto reminder

    Ability to set a specific time for auto reminder what we only have is days

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. HubSpot product catalog has different currencies

    HubSpot product catalog Integration with PandaDoc CPQ has different currencies not only USD

    3 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  18. AI to Suggest Content Library Items based Template selected

    AI that helps suggest which Content from the CLI to use based on existing Templates/Documents

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. automation improvement change draft status to sent

    automation that when draft document is manually downloaded as pdf or docx, it will change the status to sent

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  20. [Integrations][Salesforce][SFDC] 2-way sync for Quote object

    The client would like to create a document from Quote object in Salesforce and upon sending or completing the document and changing something in quote line items, write the information back to SFDC.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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