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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7640 results found

  1. 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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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Payment Gateway - Alipay

    2 votes

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

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. Automatically mark PD domain as safe sender

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  10. 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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  11. 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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  12. 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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  13. 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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  14. Access contacts list on mobile app

    2 votes

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    Idea  ·  1 comment  ·  Mobile  ·  Admin →
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  15. 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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  16. Allow Selection Options for Dynamic Product Card Settings

    Pre-Selected you can define Single Item, All Item, or Multi Item.

    For Dynamic, it only allows Multi-item. So even if the user should only be choosing one of the products that matches the criteria, he CAN choose 2 or 3 items, which can ruin the configuration.

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
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  17. Updating images to products in proposal without changing the product itself

    I would like the ability to add images to the proposal in the Catalog fields. For instance, if a client wants a model for an upcoming event with a 1920s theme, I would like to add an image of the model in a 1920s dress to the proposal without altering the actual catalog entry.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  18. propagate share permissions

    When i share a user with a folder, it should automatically propogate that change to all the child folders. I need to share a folder with our lawyers and it doesn't seem there is any way to do this. This seems like a very basic behavior?

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. AI Summary Email for all contacts signed

    Please provide an AI-generated summary of the contact highlight terms, billing contact, and billing information. The start date should be sent automatically to set email address for internal uses only.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  20. Atlantic Time zone

    Adding an Atlantic Time Zone for users in Eastern Canada and Puerto Rico.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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