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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7271 results found

  1. notify when a change to the document is made

    notify when a change to the document is made

    3 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  2. Disable sending PDF attachment of the completed document to the document owner.

    Disable sending PDF attachment of the completed document to the document owner.

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Text search option - Sort by folders

    An option to search a specific word and sort out the results by folders.

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Copy Filled out fields

    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. split the pricing table cost into 2 document values

    split the pricing table cost into 2 document values

    3 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Ability to add optional items as in pricing table to the simple table

    Ability to add optional items as in pricing table to the simple table

    3 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  7. Export recipient's emails by filtering document status

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  8. More role variables (to pass from a HubSpot deal)

    The feature request is to create more role variables / fields in "Contacts" since the client needs to pass more data from Hubspot contacts linked to a deal

    3 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  9. Payment price discount if paid in certain period of time

    3 votes

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    Idea  ·  2 comments  ·  Quote to Cash  ·  Admin →
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  10. Filter document by year

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Have separate Unsubscribe from notifications and Decline options under PandaDoc notification message

    3 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  12. Privacy disclosure statement or link prior to filling out Embedded doc

    3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  13. The ability to paste the bulleted list without duplicating it when you try to adjust the formatting

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  14. document value should be changed to the paid amount

    document value should be changed to the paid amount

    3 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Map document value to a deal value token using a CRM integration

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. The ability to integrate with the order management software to use it as contract repository

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Wrike

    Integration with Wrike

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  18. Edit contact in the document

    ability to change the contact's name in the document

    3 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  19. pull the Product Description into the PandaDoc pricing table on the first line and product code on second line from Salesforce

    pull the Product Description into the PandaDoc pricing table on the first line and product code on second line from Salesforce

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Justworks

    Integration with Justworks.

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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