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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7148 results found

  1. Pull the document completion date (when all recipients have completed the document) into HubSpot from PandaDoc.

    2 votes

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  2. When using PipeDrive, the deal owner should be automatically assigned to the template role

    2 votes

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  3. To have the option for all the contracts that have not been sent for approval to have a watermark on them - the watermark will be removed once it has been approved

    2 votes

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  4. Show the name of the pricing table in the document. For example, "Project 1" for Pricing Table 1 and so on. To also have the ability to automatically edit the name of the Pricing Table based on information from CRM.

    2 votes

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  5. Being able to remove documents from the list without actually removing them from the account.

    2 votes

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  6. Add an optional column to the pricing table that, when selected, automatically applies a specific percentage to the total.

    2 votes

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  7. I'd like an automated 'recipe' that exports a PDF of a document to Google Drive once it moves from Seen to Waiting to be paid OR Paid

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  8. The ability for admins to view the remaining API documents outside of the Billing tab.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  9. We'd like to drag and drop a folder from the desktop to the Rooms but it only allows to drag and drop a single file

    2 votes

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  10. Authentication on the API endpoint that gets called by webhook. Currently, PandaDoc webhooks use anonymous "authentication".

    2 votes

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    0 comments  ·  API  ·  Admin →
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  11. Option to see the original document creator even if the ownership was transferred to another user.

    2 votes

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  12. PandaDoc's capability to offer a list of commissioned notaries by U.S. state. For example, Montana only allows RON for notary public that physically live in Montana.

    2 votes

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  13. Is there any way to filter the rooms as per action plan completed?

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  14. 2 votes

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    0 comments  ·  Automations  ·  Admin →
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  15. To be able to either disable this modal dialog or for the dialog to dynamically hide mention of payments where there is no balance

    2 votes

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  16. Add a row to the pricing table footer that shows the "total after the discount" that does not affect the overall discount.

    2 votes

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  17. Ability to see the certification without the need of Acrobat

    2 votes

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  18. Calculate total discount based on other discounts, for example, "Discount Total" to show $12,250, and automatically calculate depending on what the discount is.

    2 votes

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  19. Integrate with Echelon Payments

    2 votes

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  20. Reporting: option to include recipients' phone numbers.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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