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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7121 results found

  1. Assign permissions for users to be able to share templates across workspaces

    Assign permissions to share templates

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Ability for other user to receive notification of an eForm

    Ability for other user to receive notification of an eForm aside from the initiator or publisher

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  3. Create Approver filter in the document list

    Create an Approver filter in the document list

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  4. Display the email of the secondary form recipient

    Display the email of the secondary form recipient for the published form under the form roles.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  5. [Quote Builder] Generate a line item report of the total items quoted after signature

    Generate a line item report of the total items quoted after signature by client for fulfillment of the order?

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Ability to pull Stripe subscription ID from product catalog

    Ability to pull Stripe subscription ID from product catalog

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. Be able to disable auto-placed fields feature

    Would like the ability to turn off the option for auto-placed fields on uploaded documents. I do not wish to use it and having to say "no" on the pop-up every time I upload a document is annoying.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Restore versions of template/document in the backend

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Ability to turn off reminder even the document was already sent.

    Ability to turn off reminder even the document was already sent.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Turn off Sales Receipt for QuickBooks Payments

    We are using PandaDoc for proposals. When we take payments, they are for deposits on those proposals. I want to apply the payment as a credit to the account not a sales receipt.

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  11. download the CSV of document names and the deals linked

    download theCSV of document names and the deals linked

    https://pandadoc.zendesk.com/agent/tickets/528964

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  12. Template for downloading CSV of form responses

    Ability to choose a template when downloading a CSV file of form responses

    1 vote

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  13. Add videos in tables

    The option to add videos within the table cells.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Ability to pull the Stripe payment ID from a document

    Ability to pull the Stripe payment ID from a document

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  15. Check box additional settings

    Even though field was not required signers should not be able to complete the document.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Disable Request review notification

    Disable Request review notification

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  17. The option to transfer the fields of an existing form to another form and then simply correct the incorrect fields

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  18. Option that allows users to populate specific line items from HubSpot into a PandaDoc document based on user-defined criteria

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  19. Integration or useful Zaps to use with HouseCall Pro

    you don't have any good Zapier capabilities or integrations with other software like HouseCall Pro and the like. We should be able to push customer data over and automatically send a specific agreement to a person without having to type everything manually. It's a huge waste of time and is the largest factor in my rating. You need useful Zaps

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  20. GuestRevu

    Integration with GuestRevu

    1 vote

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