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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7161 results found

  1. Shopify Product sync

    Would love to see the ability to pull product info from Shopify.

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Forms - Variables passed in URL parms

    Pass variables and field data as URL parmaters on the form URL.

    9 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  3. Discount for catalog items (products)

    Be able to set up discounts for catalog items and insert the items with those discounts

    9 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  4. hubspot to pull tokens from multiple objects

    Ability to pull tokens from both Deal and Contant records simultaneously

    9 votes

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    Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Admin →
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  5. Automatically Calculate Exchange Rate

    Wants to enter one product list in USD and then when change currency, it updates with the exchange rate (europe and asia mainly). see having 10-15 currencies needed over the next few years

    9 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Export (backup) all data from PandaDoc

    Export all data from PandaDoc

    9 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. Option to give access to docs of specific users only

    Option to create a role that gives a user access to the documents of specific users only, not to the documents of all users within the workspace as for ex. it works for Manager role

    9 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Display "send reminder" action in Audit trail

    9 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  9. Ability to choose where to place signature certificate on a printed document

    Ability to choose the position of the signature certificate reference on a printed document (now it's at the bottom of the page by default)

    9 votes

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    Idea  ·  2 comments  ·  Security & Compliance  ·  Admin →
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  10. Time field: ability to specify Time along with the Date

    9 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  11. References in the Pricing Table

    Ability to add references to the pricing table.

    9 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  12. contact's variables in variable list in the Opportunity in Salesforce

    having contact's variables in variable list in the Opportunity in Salesforce

    9 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  13. [Bulk send] Easier way to bulk send (without CSV)

    An easier way to bulk send a doc (without having to prepare a CSV file)

    9 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  14. Ability to drag/move Support Chat Icon

    Ability to drag/move Support Chat Icon to avoid obstructing the Chat lower right options of the chat feature in a document.

    9 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  15. Customize Padding for Several Blocks at Once

    Client would like there to be a way to adjust the padding and margins of more than one text block etc at a time, rather than having to adjust manually within each.

    9 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  16. Pass info to fields via CSV in bulksend / Allow fillable field input during Bulk Send import

    Bulksend: the option to pass custom information from CSV to the fields (not to the variables).

    9 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. Direct Debit payments with the Stripe integration

    9 votes

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    Idea  ·  2 comments  ·  Quote to Cash  ·  Admin →
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  18. Smartsheet

    Integration with Smartsheet

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. optional items for a dropdown field

    optional items for a dropdown field

    9 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Finnish localization

    Finnish localization.

    9 votes

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    Idea  ·  1 comment  ·  Localization  ·  Admin →
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