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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7262 results found

  1. Link Duplicate Pricing Tables

    Link duplicate Pricing Tables so that //when edits are done on one, it will also update the other.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Show conditional fields based on the variable values

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Ability to merge forms together

    The ability to merge forms together into one form.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. 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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  5. Do not add text blocks when uploading a .docx file, but keep document editable

    edit .docx files without using text blocks - after clicking "Convert document"

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  6. 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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  7. Option to exclude certain templates from the “Change Opportunity Status” Trigger

    2 votes

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  8. 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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  9. 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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  10. 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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  11. 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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  12. Ability to sign all fields at once

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  13. 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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  14. 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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  15. 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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  16. 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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  17. Pricing table- Include section header on each page when pricing table is divided into pages

    2 votes

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  18. Ability to convert signed contract into QuickBooks using HubSpot

    Ability to convert signed contract into QuickBooks using HubSpot

    2 votes

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  19. Smart content: display product based on variable value (conditional)

    Option to show the product in the pricing table if the value in the variable meets the condition (for example, is the value is true, then display the product)

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Removing added custom fonts from the available ones

    We would like to be able to remove custom fonts that we added

    2 votes

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