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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5374 results found

  1. If the document is in Suggest Edit status in PandaDoc app, the status of the document in API is Viewed.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  2. Additional option for Expiration frequencies: send the document weekly and then monthly

    Flexibility on expiration date settings for South American clients
    (i.e send the document weekly and then monthly)

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. HubSpot form to download a PandaDoc to see readership statistics

    Offer a HubSpot form to download a PandaDoc so we can see readership statistics? How do we set this up?

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  4. Option to "insert from catalogue" in the mobile app

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Use Two Different Cards on same document with Authorize.net

    Split payment amounts between two different cards on a single document

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  6. Link pricing catalog to specific template

    Assign a Pricing catalogue to be used with a particular template.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  7. MS Dynamics: to show Date Only without time stamp

    to show Date Only without time stamp when a document is created

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  8. Zapier automation that notifies when someone leaves message in chat

    Zapier automation that notifies when someone leaves message in chat

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  9. Prevent a user from modifying a doc created from a template before sending it

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. When both Order and Contract have been completed set status to Closed in Salesforce

    When both Order and Contract have been completed set status to Closed in Salesforce

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  11. Ability to apply logo only on certain pages

    apply logo only on certain pages

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. download graphs in the reporting tool

    https://app.pandadoc.com/a/#/reporting/workflow-overview

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Customize SalesForce PDF trigger

    Possibility to auto-link PDF to the object you create the document from and other objects linked to the parent one.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  14. Legal advising software

    Integration with Legal advising software to help with agreements

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  15. Refresh Document Status in Inbox

    Status of document under Inbox does not automatically update/refresh once a document has been signed already. Since the behavior of your app is, it will open a new window to display the doc for signing. Is it possible that upon finishing the esigning process, it will also refresh the inbox page. Pls see below steps to further understand what the user wants to happen.
    Steps:

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  16. Select default window in PandaDoc: Make Inbox pop up first when logging in

    Wants to have the Inbox pup-up first everytime a user logs in to his/her PD account, instead of the dashboard.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  17. set up a condition with which there will be no invoice generated in Xero once you manually close the payment with PandaDoc.

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  18. System will fill out automatic HEX code

    System will fill out automatic HEX code

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Different currency for Document Value and Pricing table

    In case the pricing table and the document value has different currency, option to recalculate the document value in other currency based on currency rate.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Automations: save PDF of the document to Desktop

    Option to set up the automation to save PDF to a folder like Desktop on your local PC

    1 vote

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