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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6048 results found

  1. Ability to pull the Stripe payment ID from a document

    Ability to pull the Stripe payment ID from a document

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  2. dropdown items linked to a catalog

    ability to choose a catalog item to populate the rest of the info on the slide

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Option to download documents in other formats: TXT

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Hungarian language

    2 votes

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    0 comments  ·  Localization  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Recipient view localization.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  5. General HR feedback (explain your HR problem here)

    Please submit your feedback related to the HR use case in this idea: explain the problem and what is the impact to the customer, to your team or the business.

    [This form is meant for feedback for Product and Product Marketing and does not replace public product idea upvoting]

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

    filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  7. Show conditional fields based on the variable values

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Adobe PDF

    Option to have an integration with Adobe PDF (similar to MS Word add-in)

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  9. Ability to have an auto fill signature button.

    Ability to have an auto fill signature button.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Update close date in Hubspot to reflect the updated Stage to Close Won

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  11. Use multiple email addresses for the same contact in bulk send csv

    Use multiple email addresses for the same contact while uploading the bulk send csv (i.e Customer 1 has "email1@gmail.com, email2@gmail.com")

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  12. Create View-only forms and able to access them without logging in.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  13. Alternativepayments.io

    Hey,

    I would like to see Alternative.co to be added as one of the payment gateways linked to Pandadoc. It's just like any other gateway such as Stripe, Square, etc. and since my business is collaborating with them, I have to use two different portals to receive payments from the businesses/clientele I'm working with. Please see if this is a possibility of collaborating with them.
    https://www.alternativepayments.io/

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Option to set up a specific subdomain for everyone who joins a workspace

    When a user joins a workspace, they will automatically be assigned a specific subdomain.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Ability to sign all signature fields in a document at once

    2 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  16. Ability to use "consists" or "startswith" in smart content .

    Ability to use "consists" or "startswith" in smart content .

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Smart Content option for numerical value as variable that is greater than 0

    • Will allow the user to user numerical value higher then 0, eg: "2.75" or "2.25" or "2.26" or "10.5" or "1000" or "7.5673" etc
    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Change the order of variables displayed when a client pre-fills information to start a Form document

    The option to change the order of the variables displayed when the recipient starts filling-in the form.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. Add templates to scheduling apps to auto send when setting up an appointment

    Example: google calandar event invite. Add pandadoc templates so with click of a button event is made and pandadoc docs are made.

    2 votes

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    1 comment  ·  Automations  ·  Admin →
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  20. Pricing table- Include section header on each page when pricing table is divided into pages

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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