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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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521 results found

  1. The "Hurray! Document completed" message should be in Italian

    3 votes

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    Released  ·  0 comments  ·  Localization  ·  Admin →
  2. 3 votes

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  3. Make all fields required when placing them in a document

    3 votes

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  4. 3 votes

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  5. BulkSend in Editor 2.0

    3 votes

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    Released  ·  0 comments  ·  Admin →
  6. The ability to add multiple users in a Wrokspace of the account. Either new users or users from other workspaces.

    3 votes

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  7. Make one payment gateway default over another

    2 votes

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    0 comments  ·  Payments  ·  Admin →
  8. send an SMS reminder notification

    2 votes

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  9. Ability to add metadata to documents created from templates using the PandaDoc editor.

    2 votes

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  10. adding Laos (KIP) currency in pricing table

    2 votes

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  11. A lock feature of text or message. We need to issue digital license which is very confidential and sensitive information. the recipient cannot see or unlock the license before signing up or filling out the form

    2 votes

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    0 comments  ·  Automations  ·  Admin →
  12. In PandaDoc documents containing intelligent content, or more precisely when the user has to choose a content block from among those proposed, it would be very practical if a HubSpot property ("drop down menu" type) will be automatically filled in according to the content block chosen.
    For example: In the automatic renewal section of a contract (PandaDoc document), the user has to choose between 2 content blocks: "Contract with automatic renewal" and "Contract without automatic renewal". If the user chooses the "Contract with automatic renewal" block, then the HubSPot "Renewal" property will be set to "No".

    2 votes

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  13. Customer would like to set an approver workflow in order

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
  14. change the HubSpot deal status when the document is approved

    2 votes

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  15. Example: We have a text field like "Billing Contact" in the template. Once the customer fills in the billing contact details, the information will be synced with HubSpot.

    2 votes

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  16. Map the sequence number in document title

    2 votes

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    0 comments  ·  Other  ·  Admin →
  17. Add option to send a reminder on a document in "Waiting for payment" status.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
  18. THe functionality to transfer signers of a form/document to another web page after document completion.

    2 votes

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  19. Take Hiring manager contact information from the Offer object (for now only Candidate is available).

    2 votes

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  20. Whenever you edit an item within a quote (via the elipses), it resets the Contract Term field back to unlimited. It would be great if that field remained set.

    2 votes

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