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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7424 results found

  1. [Microsoft Dynamics] Primary contact information of the account is passed as recipient rather than account information

    If the document is created from Quote and Potential customer is set to account, primary contact information of the account should be passed as recipient (rather than account information itself).

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. Create a relation between documents so that recipients can be redirected from the main document to another document seamlessly(not bundling)

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Update recipient view language in one action for all of the documents.

    Previous and new.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. iFrame error details

    iFrame contents could be something like "You must be logged in to view this contents" instead of the gray screen saying "app refused to connect"

    1 vote

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  5. JavaScript Embed: Template (Editor 2.0) / document in Draft status.

    1 vote

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  6. Ability to set the "Subtotal" column in the pricing tables as a function where I select what to sum up and what not to

    Ability to set the "Subtotal" column in the pricing tables as a function where I select what to sum up and what not to

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Revinate

    We need either a mail merge functionality or integration with Revinate so PandaDoc can automatically pull client details into our templates.

    1 vote

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  8. PayJunction

    integration with payjunction payment gateway

    1 vote

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  9. Hubspot Automations: automate document sending based on the value of the property, conditional sending

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  10. Reset Conditional Fields when document is edited

    Reset the value of the Conditional Fields and the fields linked to them to blank once a document is edited.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. Conditional fields rules can be set up for all fields.

    1 vote

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  12. Auto-populate contact roles from Dynamics

    Auto-populate contact from the dynamics when creating a document (as it works in SF).

    1 vote

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  13. Payment gateway with Paystand

    1 vote

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  14. Send the document in HubSpot via SMS

    Send the document in HubSpot via SMS

    https://pandadoc.zendesk.com/agent/tickets/514788

    1 vote

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  15. Recipient verification for documents created via Salesforce

    1 vote

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  16. CRM Transfer from Hubspot to Zoho

    Allow PandaDoc deals from Hubspot to transfer to Zoho

    1 vote

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  17. Turn off the pre-selected radio button when enabling quantity editing in a pricing table

    To prevent a user from sending the document with an unintended value selected.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Ability to create a document from a template in Salesforce from a direct link

    • will allow a user to click Button URl to create a document.
    1 vote

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  19. notification for Acc Owner when invite for collaborator has been sent

    Acc owner receives notification once an invite for a collaborator has been sent

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. Be able to filter by currency within the Reporting feature

    1 vote

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