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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7237 results found

  1. Modify Billing notifications

    Modify Billing notification on payment subscription

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  2. Be able to change own license type as Account Owner

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Ability to create a batch of documents on the fly while creating a document through HubSpot.

    Ability to create a batch of documents on the fly while creating a document through HubSpot.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  4. Changing background colors based on what stage you are in (template vs document creation vs approving vs signing)

    It's easy to get confused as to which section you are in the document process (template vs document creation vs approving vs signing). I think this could be fixed by having a different background color or other differentiation for the pages other than the item location in the top left corner.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  5. add $ symbol when tokens are pulled in from Hubspot

    The dollar sign is not associated with the token in the tokens list with the [Deal.Amount] variable for example.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  6. Create a safe guard for in person signing

    2 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  7. Ability to add an unassigned field after other fields are assigned

    2 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  8. Ability to set document title for Zendesk Support Integration

    By default, Zendesk Support changes the document title to that of the Subject line, it would be better if there is an option to configure this.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  9. Group for View Only access

    a view only license that could be assigned to a group of people so that they see the latest version of a document that will change several times before completion.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Adding multiple Images on a placeholder via API

    Adding multiple Images on a placeholder.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Ability to add attachments via the mobile app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  12. The ability to combine folders in the catalog into one folder.

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Dynamics 365 Jobs

    Integration with Dynamics 365 Jobs

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. to have a synchronization for our documents within separate folders optimally. What I mean is, create folders within the "Documents" Tab in

    to have a synchronization for our documents within separate folders optimally. What I mean is, create folders within the "Documents" Tab in PandaDoc and synchronize each one of them into separate Dropbox folders

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. Add recipient in CC via API

    Can we enable support for adding the Receipt email address via API to existing documents because the same functionality is doable via User Interface

    2 votes

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    1 comment  ·  API  ·  Admin →
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  16. The ability to automatically have a document sent once a payment is made in Stripe.

    Once a payment is received in Stripe -- send client info to PandaDoc and create/send the contract to the client automatically.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  17. Ability to pull products from Copper CRM into pricing tables

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. all the comments where you were tagged in one place

    see all the comments where you were tagged in one place (it can be included in reporting, for instance).

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Widen sidebar/panel

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Add document to be sent trigger HubSpot

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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