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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7351 results found

  1. Edit shared templates

    Option to edit shared temlate

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  2. Room: bundle templates

    Option to bundle several templates from the Template tab under Rooms

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  3. Set a minimal price for a product

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Auto-fill sender's signature fields when creating a document from a template

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. "Contact for Pricing" Option in Pricing Tables

    Option to add a "contact for pricing" button in a pricing table instead of displaying a price, allowing recipients to reach out to the sender to negotiate terms beforehand.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Comfi integration

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  7. Form: one-time document creation

    A document will generate only once from the same recipient email.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  8. Form prefill from the host websites

    Customer would like to have an option for the form feature to automatically prefill the information provided by the signers from their website to the form when they embed the form to their website

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. Automations: when a form is completed, the finalized document should be automatically transferred to a specified Room

    Automations: All submitted/signed forms form Customer A should directly appear in Data Room Customer A.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  10. Zendesk Support Automation: If there's a new ticket submitted then it will create a document

    Zendesk Automation: Create a document once there's a new ticket submitted. The data from the ticket will be transferred to the PandaDoc Document

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  11. Presentation mode: interactive quote builder

    Option to interact with the quote builder in presentation mode and to be able to flip and hide the description, etc.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. [Quote builder] Ability to lock product name and description

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Restore deleted rooms

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  14. Pipedrive automations: ability to choose between more document statuses as a trigger

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  15. Friendly Payments Payment Gateway

    I was wondering if it's possible to integrate with a company called Friendly Payments?

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  16. ECS Payments

    ECS payment gateway option

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  17. MS Dynamics: Create a note in the Account Timeline in MS Dynamics when document activity happens

    Make MS Dynamics automation work with a document created from the account object.

    We can create a note for a Quote/Opportunity in MS Dynamics when document activity happens, but we cannot do this for a document created from an account object.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  18. PayKings payment gateway

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  19. Bulk download document attachments

    Bulk download for attachments

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. API - Create Tags in Template

    Ability to add tags in template via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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