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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7513 results found

  1. default option to make items optional or qty editable in the pricing table

    4 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  2. EV2. Border and footer header on all sides

    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  3. 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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  4. customize triggers for Zapier setup

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. 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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  6. 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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  7. 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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  8. 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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  9. Change logo shown on desktop tab to match branding setting logo

    Change the logo shown on the desktop tab to match the branding setting logo. Currently, it shows the PandaDoc logo

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Ability to request an on demand notary from a specific state.

    Users cannot currently request a notary from a specific state when doing an On Demand session. Certain states, such as Florida require their documents to be notarized only by Florida notaries. Need ability to request a notary for a specific state in this scenario.

    3 votes

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    0 comments  ·  Esign & Notary  ·  Admin →
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  11. n8n for PandaDoc EU

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    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Home: show just the completed status on the finalized view, and will not show signed

    To show just the completed status on the finalized view, and will not show signed

    3 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  13. Issue with recipient groups when creating docs from templates

    Fix issue with recipient groups so that they don't get deleted when starting a document from a template. When assigning roles there is a user field for recipient groups. It's a predefined group so there is no need to add a user, and when someone does by mistake, it clears the entire group from the document once created. This is critical for us as we have a contract distribution group for executed deals, and when the group gets cleared the users that need a copy don't receive.

    3 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Rooms: option to use custom fonts

    Inherit custom fonts uploaded and available in Templates when creating or editing the Home page

    3 votes

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    1 comment  ·  Rooms  ·  Admin →
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  15. "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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  16. 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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  17. Option to apply surcharge to Stripe

    When collecting a payment, to have the option to set up surcharges through Stripe

    3 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  18. 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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  19. 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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  20. 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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