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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5912 results found

  1. Conditional Feature that will allow the signer to view second page after signing first page

    • Will allow the signer to view the next page after they sign the initial page
    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. Ability to see which user made an edit/ change to an item

    Ability to see which user made an edit/ change to an item

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Export list containing document name, template used, and HubSpot object ID from a document

    Export list containing document name, template used, and HubSpot object ID from a document

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  4. Include "expiration date"/"renewal date" into the report.

    Include "expiration date"/"renewal date" into the report.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Conditional rule based on the initial field

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Option to enable multiline via API / Make

    • Will allow the user to enable multiline text in API or Make
    3 votes

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    1 comment  ·  API  ·  Admin →
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  7. Option to get the links of all documents created when downloading in CSV file

    • option for the user to get the link of all of the created document via downloading it in csv
    3 votes

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    0 comments  ·  Other  ·  Admin →
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  8. Ability to add custom variables to PD contacts for use as role variables

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Document Selection in PandaDoc Based on Certain Fields.

    Document Selection in PandaDoc Based on Certain Fields.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Change the text on volume-based labels

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. Word wrap option - Dropdown field

    word wrap option - Dropdown field

    3 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  12. Ability to view form analytics

    Ability to view form analytics. This is helpful when the form does not contain any fields, therefore, no document is created.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  13. Conditions: Send/Show Document Based on Fields

    The ability to send documents based on the chosen field of the signer

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Webhook trigger for CRM object link

    Add a new event type for PandaDoc Webhook that triggers whenever a CRM Object is linked (or unlinked)

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. Catalog Changes Audit Trail

    I would like a way to determine who deleted a catalog item from our workspace. An audit log would be great to see what changes were made.

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. Ability to track if someone accessed the PandaDoc account from a different location/IP address

    An option to see the log history to check if someone accessed the PandaDoc account from a different location/IP address.

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Fillquick

    Integrate with Fillquick

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. Hide rows automatically if there is no information in them

    Ability to hide rows automatically if there is no information in them? For example, if I do not have a $ amount in the discount variable area I do not want the discount line to show.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Update Recurring Column in Quotes: CSV: Bulk

    The ability to bulk update the recurring column in quotes

    3 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Unbundle bundled templates

    to un-bundle a Template Bundle back into individual Templates

    3 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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