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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6118 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. Link a PandaDoc document to a Pipedrive deal via Zapier.

    1 vote

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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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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    0 comments  ·  Automations  ·  Admin →
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  16. Set type of content internal users can download

    Ability to set the types of content (download either as PDF or .docx) internal users can download depending on Role.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Link expired document to Hubspot deal

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  18. In-App notification for New Features

    Would love to see notifications in-app when new features are released. It would help as sometimes people click out of the update banner and cant get back to it again.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. Custom fonts to be uploaded and applied once for use on the application within all the Content Library Items

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  20. Conditional Approvals for Pricing Column

    Functionality that if a price quote or discount is below a certain threshold, it can be sent for approval.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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