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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7127 results found

  1. Check Box in PandaDoc based on Salesforce Selection

    Check box in PandaDoc based on selection in CRM (custom property from dropdown in Salesforce)

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. Document.Value is calculated from a template rather than individual documents

    Document.Value is calculated from a template rather than individual documents

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. ability to show/hide one of the descriptions based on a language property in HubSpot

    ability to show/hide one of the descriptions based on a language property in HubSpot

    https://pandadoc.zendesk.com/agent/tickets/480858

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  4. Ability to sort activity column to see "awaiting signatures"

    provide a way to SORT the activity column

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Option to have documents downloaded to other sources

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Partially enable approval order: so some approvers receive the document at the same time, and others after the document is sent

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  7. Option in the dashboard to manually charge the credit card to pay the invoice if the card fails in the initial attempt (account payments)

    Option in the dashboard to manually charge the credit card to pay the invoice if the card fails in the initial attempt

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. [In-person signing] turn off this option on the template/document level.

    1 vote

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  9. Turn off by default the deleted documents in the reporting feature

    Turn off by default the deleted documents in the reporting feature
    ( Include deleted documents in figures)
    https://pandadoc.zendesk.com/agent/tickets/479117

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Create another Role like the Manager without the ability to add new users.

    We need users to be able to look at all docs. within the workspace, but we need governance around new users.

    1 vote

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  11. Option to show the paid amount on the completed document

    • On the PDf of the completed document the paid amount will show up.
    1 vote

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    0 comments  ·  Other  ·  Admin →
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  12. Ruby SDK

    Official Ruby SDK for PandaDoc

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  13. Ability to leave comments on a document and respond to comments via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  14. Option to view details of when emails was sent with copies of fully signed documents (Audit Trail)

    Option to view details of when emails was sent with copies of fully signed documents

    • Will allow the user to view the details of when emails was sent with copies of fully signed documents on the Audit trail.
    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  15. [Templates] Converting document to template with the comments that were made on document.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  16. Duplicate document from dashboard

    Would like to have the ability to duplicate a document while in the dashboard view. Currently, you can only Delete it in this view.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. download the files added to collect files field via API

    download the files added to collect field via API

    https://pandadoc.zendesk.com/agent/tickets/476273

    1 vote

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    0 comments  ·  API  ·  Admin →
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  18. Invoices with built in due dates, amounts due, and reminders

    The ability to send an invoice with amounts due and when. For instance, we require a 50% deposit 3 days after the contract is signed and then the final payment is due 48 hours before delivery. We should be able to build these dates and amounts due into the invoice and reminders should be automated as well as the ability to make the payments automatically.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  19. Security: Admin will receive a notification if a member logs in outside the office

    1 vote

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    0 comments  ·  Security & Compliance  ·  Admin →
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  20. When a document with a Smart content block is converted to a template, the smart content block should be converted as well

    1 vote

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