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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7161 results found

  1. System variable for Document Name

    8 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  2. Change document status to "In Process" after one of multiple recipients has signed.

    Change document status to "In Process" after one of multiple recipients has signed.

    8 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Ability to add text blocks to any place on the "content" type page

    Ability to add text blocks to any place on the "content" type page.

    8 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  4. Payoneer Integration

    I propose the integration of Payoneer into Pandadoc, as it would offer significant advantages for both businesses and individuals using the platform. Payoneer is a globally recognized and trusted payment solution, and integrating it into Pandadoc would streamline the payment process, making it seamless and efficient.

    Here are some key benefits of integrating Payoneer with Pandadoc:

    Global Reach: Payoneer supports payments in over 150 currencies, allowing users to send and receive payments globally. This integration would enable Pandadoc users to engage in international transactions effortlessly.

    Secure Transactions: Payoneer is known for its robust security measures, ensuring that financial transactions are…

    8 votes

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    2 comments  ·  Integrations  ·  Admin →
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  5. Variable font design

    Change the font in variables for separate values
    I.e. in a variable Hello World make the word "World" in bold

    8 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Document link to SalesForce Quote record

    Customer would like to link the document to Quote record in SalesForce

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. Copy and paste fields

    There should be the ability to multi select fields, initials for example, and paste individually to each page or apply to all pages.

    Manually adding multiple initials to documents that are 30-50 pages is very time consuming.

    Docusign allows you to select multiple fields then paste to location on each page - why can't you do that?

    8 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Ability to use/add variables in saved message

    8 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  9. Automation: Variables in Document Title

    Ability for Variables in Document Title will be supported in automations

    8 votes

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    0 comments  ·  Automations  ·  Admin →
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  10. HubSpot 2-way sync: ability to pull back info from variables to HubSpot

    Ability to pass variables values back to HubSpot if any values have been manually adjusted or added after the document creation.

    8 votes

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    3 comments  ·  Integrations - HubSpot  ·  Admin →
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  11. Change payer after sending document

    Customer would like the option to be able to assign or change payer after the document has been sent

    8 votes

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    0 comments  ·  Other  ·  Admin →
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  12. [Quote Builder]: Required option for Quote Builder

    Required option for Quote Builder - similar to fillable fields

    8 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Update Hubspot Property with Document Sequence number when completed

    We use a pandadoc sequence number "Contract Number X" on all Hubspot deals. When a document is completed, would like deal property "Contract Number" to be updated automatically with X.

    8 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  14. pass Pipedrive product image to PD pricing table

    pass Pipedrive product image to PD pricing table similar to PD catalog

    8 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. Smart Content via Bulk Send

    To be able to use Smart Content with bulk send.

    8 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  16. Use a different email per workspace

    The ability to use a different email per workspace within an account.

    8 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Audit Trail - Recipient Analytics - Recipient Time Spent viewing Document

    I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, Time Spent viewing the document.

    8 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  18. Email notification of signer includes the name or email of whomever completed

    Once the document form is signed by whomever, the email notification of signer includes the person's name or email address of who completed INSTEAD of the person owning the form.

    8 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. report of recipients who haven’t signed and also who have signed documents

    be able to download a report of recipients who haven’t signed or signed the documents

    8 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  20. ActiveCampaign: Pass Data using Variables to PandaDoc from ActiveCampaign

    Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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