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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6118 results found

  1. Ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers

    ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Pull in tax from Zoho as template field

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  3. Synchronise the document in a bundle with the template, so when the change is made to template it applies to document

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  4. Display volume-based pricing in pricing table

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Apostrophes in emails

    Just to report an issue i came across this morning, your email input on forms doesn't like apostrophes in the email. I tried to enter this email address (key data removed) and it didn't let me: Kerry.O'Sullivan@***.com

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  6. Give an option whether to show or hide the left hand document sidebar

    The way we are set up, I have to change the source document for every document I send. When bundling came in, this added an extra click even though we don't bundle docs.

    With the most recent change, I now have to click on the "show documents" button EVERY SINGLE TIME I need to send a document for signing. They used to show by default. I contacted support and was told this was changed to "enhance the application". When I asked HOW it enhanced the application, I was told it was to "make it look more user-friendly". It might look…

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Doc 2 doc for multiple pricing tables

    Doc 2 doc for multiple pricing tables

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  8. Set penalty / automatic payment when a contract is cancelled

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  9. Pass collect files field to CRM: Option to attached uploaded items on the document to the CRM

    Option to attached uploaded items on the document to the CRM.

    • Will include attached item in document when link to CRM.
    1 vote

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  10. Link document to Hubspot deal via the mobile app

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  11. Collaborator can move a document to a folder

    Ability to move a document to a folder from collaborators end.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. Documents created from a form should go to a root / general document list without a folder

    documents created from a form should go to a root fonder (instead of the specific folder)

    1 vote

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    1 comment  ·  Forms  ·  Admin →
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  13. Once the new recipient email added in PandaDoc document, automatically populate in HubSpot deal associated with the document

    Once the new recipient email added in PandaDoc document, automatically populate in HubSpot deal associated with the document

    https://pandadoc.zendesk.com/agent/tickets/385842

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  14. SCORE CRM

    SCORE CRM

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  15. collect payments with Tickets.com/ProVenue

    collect payments with Tickets.com/ProVenue

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. Collect payments with payonlineticket.com

    collect payments with payonlineticket.com

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  17. Scorp CRM

    Scorp CRM

    1 vote

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  18. Hide signer names as well as field values

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. remove invite new user button at the top of the dashboard from Manager User Accounts

    remove invite new user button at the top of the dashboard from the Manager User Accounts

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Edit font when sending via link

    Ability to change the default font of a link when sending a document via link so the font of the link doesn't need to be edited in the email.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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