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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7262 results found

  1. [Quote Builder] Ability to view hidden columns after the document is sent

    Have the ability to view hidden columns of the Quote Builder after the document is sent.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Signing order groups in Forms

    Option to create signing order groups in Forms

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  3. Inbox notification, filter by read and unread

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Gainsight integration

    native gainsight integration so a CS and Legal team could create documents directly from GS and sync data between two systems.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  5. Ability to automatically select the value from the dropdown field based on a conditional rule

    Ability to automatically select the value from the dropdown field based on a conditional rule.

    2 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  6. Upload dropdown field items

    The ability to upload dropdown items rather than manually entering the item value.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Modify Email Body

    Allowing the option to edit the email subject and body when adding CC recipients to a document sent via a link.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Smart forms: ability to connect two different actions to 1 question.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. Customizing the notification settings within PandaDoc Rooms to control who receives updates on the onboarding process.

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  10. Smart content block: keep the block if the document was pulled back to Draft

    We’re also finding this happens before the document is “Sent.” If it needs to be pulled back while going through the “Approval” process, the smart content blocks are removed.

    We can add in our process a sanity check to make sure any required optional smart content is selected, but it would be nice if the smart content boxes aren’t removed until after a document completes the “Approval” process.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Authorize.net Emulator

    Have the ability to use a gateway that has authorized.net. emulation

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  12. Combine image and text block / add image to a text block to connect them

    Combine image and text block / add image to a text block to connect them

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Highlight the price of a product in the quote

    Highlight the price of a product in the quote

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. To show that the changes in SalesForce was made by the automation

    The client sees that when the Opportunity changes its status when the signer completes the document when Change Salesforce opportunity stage whenever a document’s status is updated automation i used. They want to see the name of the used automation instead of the signer's name in SF when the automation is used.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  15. Document deletion via API: keep the document in trash folder

    Currently, when a document is deleted via API, it is deleted permanently. Have an option to have a document in the trash folder in case it was deleted via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  16. Mobile app: Shared with me tab

    Option to see "Shared with me" tab when using mobile app (on Android and iOS)

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  17. Upload documents to HubSpot objects via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  18. Option to Hide Fields in Catalog for Specific Users

    Option to hide specific fields, such as price and cost, in the Catalog for certain account users.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  19. pass mobile and phone number from salesforce

    pass mobile and phone number from salesforce

    For now, only one number mobile or phone can be populated

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  20. Option to upload a custom font from Type Together

    Option to upload a custom font from Type Together

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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