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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7335 results found

  1. Quote builder: pull products from CRM when quote builder is added via Smart content

    Option to populate products in Quote Builder within Smart Content upon document creation from CRMs

    7 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. EU Server integration with Zapier

    Offer the option to use Zapier with the EU server

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Conditional questions in Smart Forms

    Is there a way on smart forms to show or hide subsequent questions based on the answer to a previous question? This would be setting up conditional logic for the questions in Smart Forms.

    7 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. AES (Advanced electronic signature)

    7 votes

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    0 comments  ·  Esign & Notary  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  5. Payment Gateway: Integrate with NMI

    Requesting an integration with NMI as a payment gateway.

    7 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  6. Create pricing table with images via API

    7 votes

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    0 comments  ·  API  ·  Admin →
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  7. Option to delete pages for conditional content on a document level

    Option to delete pages for conditional (smart) content on a document level

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. Ability to remove a signer after document has been sent

    Ability to remove a signer after the document has been sent

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Make all fields required in single click

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Support Grammarly for PandaDoc in Chrome

    7 votes

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    1 comment  ·  Other  ·  Admin →
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  11. Add footer and page background to content library items

    My template is multiple pages but i can only seem to convert one page to content. When i convert template to content i am loosing my footer and background.

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  12. Variable for the current date

    Ability to have a variable for the current date

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. Ability to populate variables with fields' values.

    Ability to populate variables with fields' values.

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  14. Resend document to approver/ "ping" or notify approver or send a reminder to approve document

    Resend document to approver/ "ping" or notify approver or send a reminder to approve the document

    7 votes

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    0 comments  ·  Approvals  ·  Admin →
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  15. Ability to share a document link with non recipients

    Ability to share a document link with non-recipients

    7 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. send 1 email with all of the signers in the "To" field and email address in the "CC" field of the same email

    The issue is that your system sends a separate email to each recipient using the "To" field instead of 1 email to all recipients.  In your app, I chose my email address as a "CC".  In any email system, there is a "To" field and a "CC" field.  What I was asking for is to send 1 email with all of the signers in the "To" field and my address in the "CC" field of the same email.

    7 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  17. Ability to restrict/lock field editing and placement on templates/ documents

    Ability to restrict field editing and placement on templates/ documents

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  18. Conditional formulas in Pricing Table

    Option to create a conditional formula for calculations, for example: if the price is $300, a specific fee is added.

    7 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  19. Track Negative Revenue Reporting Without Deleting The Document

    We tried putting a negative number in our cancellation document but it does not reflect a negative amount in the revenue reporting.

    7 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  20. Emails sent from PandaDoc to be copied into HubSpot

    It would be helpful to have the emails sent from PandaDoc for documents copied into HubSpot.

    7 votes

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    5 comments  ·  Integrations - HubSpot  ·  Admin →
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