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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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713 results found

  1. Filter Documents by Contact's email

    wants the ability to search document by using recipient's/contact's email address. In Contact's section, you can only view

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  2. Add value on textfields using CRM variables

    5 votes

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    0 comments  ·  Integrations  ·  Admin →

  3. Link to CRM Pipedrive ev2

    5 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  4. German localization

    5 votes

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    Released  ·  0 comments  ·  Localization  ·  Admin →

  5. Passing HTML or Markdown through API variables

    Passing HTML or Markdown through API variables

    4 votes

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    0 comments  ·  API  ·  Admin →

  6. In the Document SEND API endpoint,add a new [reply-to] input parameter

    In the Document SEND API endpoint, it would be helpful to include a new [reply-to] input parameter, that designates where any potential email response messages goes to. Useful for embedded (and/or whitelabeled) secnarios, where the sender may not be a "real" email address.

    4 votes

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    1 comment  ·  API  ·  Admin →

  7. Separate Room templates into folders

    Separate Room templates into folders

    4 votes

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    0 comments  ·  Rooms  ·  Admin →

  8. Audit log for accounts showing user activity in the workspace

    Admin access to audit logs for accounts showing user activity in the workspace

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  9. Add the duplicate option to the Home page

    Add the duplicate option to the Home page

    4 votes

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    0 comments  ·  Other  ·  Admin →

  10. System for Cross-domain Identity Management (SCIM) via okta

    4 votes

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    0 comments  ·  Security & Compliance  ·  Admin →

  11. 'Rename workspace' option for all plans

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  12. Choose one ONE required item from all the optional items

    We would like our recipient to choose one ONE item from all the optional items in the Quote Builder or a pricing table

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  13. option to add multiple recipients for a fillable field

    option to add multiple recipients for a fillable field

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  14. [Automations] Create line item in Hubspot once the document status changes

    For now, we support only updating the existing line items (that are being passed from Hubspot). It would be great to to support creating line items (create a doc with no products at all > add products in PD > send/complete the doc > make products appear under Hubspot line items).

    4 votes

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    1 comment  ·  Automations  ·  Admin →

  15. Show the description when adding a catalogue item to the pricing table.

    Show the description when adding a catalogue item to the pricing table.

    As per the customer's experience :"I make product catalogue description a permanent fixed visible field. When I am viewing it in the catalogue or when I am trying to add a product to the pricing table. i can't see it unless i click on the product in the catalogue itself"

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  16. The ability to sign up with any email not only a business email with the custom domain

    When you sign up, you can use any email not only the business email with the custom domain.

    https://pandadoc.zendesk.com/agent/tickets/509043

    4 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →

  17. [Portuguese/Brazil] Recipient localization for documents created via API

    subject line is not included in the translation

    4 votes

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    0 comments  ·  API  ·  Admin →

  18. Edit Product pricing inside the Edit Quote option in Quote Builder block if the price is not provided or fixed in Catalog

    Edit Product pricing inside the Edit Quote option in Quote Builder block if the price is not provided or fixed in Catalog

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  19. Option for Radio buttons on API [field tags]

    Option for Radio buttons on API [field tags]

    • will allow the user to use Radio buttns on API
    4 votes

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    2 comments  ·  Integrations  ·  Admin →

  20. Download a csv of all Form responses at once

    Download a csv of all Form responses at once

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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