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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7661 results found

  1. Ability to download a receipt as a separate document (PDF)

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Ability to upload PDFs to comments on a document

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. Copper Sync - Refresh Document

    Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes

    2 votes

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  4. Payment Gateway - Alipay

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Reset branding

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  6. Move Checkbox

    Ability to adjust were the optional checkbox falls in a pricing table

    2 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Catalog - Ability to update custom columns with a CSV

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Unchecked boxes disappear once sent to client

    Make the check boxes options that are not "checked" from the sender's side disappear once the document is sent to the client.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  9. PayFlow Pro gateway support by the PayPal integration

    2 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  10. Accept logo without modifications

    Put the horizontally placed logo where height and length are quite different (l: 8000 px w: 1000 px) without any modifications.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Automatically mark PD domain as safe sender

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  12. Hubspot - documents created from an object show up under other objects associated with this object

    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  13. Accept Button before signing

    Button accept before signing the document from the clients' side.

    2 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  14. Hubspot contact in a deal to be auto assigned to a role

    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  15. api revision number as token

    api revision number token for document changes

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  16. Access contacts list on mobile app

    2 votes

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    Idea  ·  1 comment  ·  Mobile  ·  Admin →
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  17. Ability to view all documents created in HubSpot in any object

    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  18. Syncing PandaDoc Pricing Table Subtotal to HubSpot Contact Property

    We would like to request the ability to expose pricing table section-level subtotals as usable variables/tokens that can be mapped and synced to a HubSpot contact property when a document is sent.

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  19. White Label SMS

    White Label the SMS message to confirm a user's identity (recipient verification) to remove the PandaDoc logo.

    1 vote

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  20. Rooms: Create Custom Role / Access Groups

    Can we create Room user groups that have standard accesses, like Internal vs External group 1, External group 2, etc.

    1 vote

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