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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7161 results found

  1. Greek / French / German bank transfer through Stripe

    7 votes

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    3 comments  ·  Integrations  ·  Admin →
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  2. Bundles working with Salesforce

    Should be possibility to start a bundle when creating a document bundle from Salesforce

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Link documents to MS Dynamics CRM objects.

    Link creation with MS Dynamics.

    7 votes

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    3 comments  ·  Integrations  ·  Admin →
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  4. [Bulk Send] delivery report

    After the bulk send is sent out, generate a list of the emails and their status, such as failed, received, etc

    7 votes

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    0 comments  ·  Other  ·  Admin →
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  5. Restrict downloading a PDF of a Form for recipients

    Disable the ability for recipients to download forms

    7 votes

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    1 comment  ·  Forms  ·  Admin →
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  6. Connect to an account in Salesforce (not opportunity)

    Allow a document to be directly attached to the entire account in Salesforce, instead of just an opportunity

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  7. Highlight/ point out unassigned fields in the template/document

    should be an easy way to see which fields are not assigned (in addition to green color, such fields can be highlighted somehow or pointed out/ do have a pop-up so it will be easier to find the unassigned fields

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Workspace details via API

    to get the pandadoc workspace from any api

    7 votes

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    0 comments  ·  API  ·  Admin →
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  9. Pull data from custom HubSpot objects

    7 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  10. Drag and drop images straight onto the template

    7 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  11. Sum total before discounts while still showing discounts per line item

    Have the totals that are pre-multiplier (pre-tax, pre-discount, etc) that you can use (or default to) in the pricing table totals section (or in the columns for that matter).

    7 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. Grouped variables

    replace a particular variable from all my templates all at once

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  13. [Bulk Action] Add fields

    Simplify the process of pulling fields when there are many to be added.

    7 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Set default country details in Stripe

    We are currently using PandaDoc to accept credit card payments via the 'Payment Block' synced to Stripe. We are able to set the default currency, but haven't been able to set the default country details.

    7 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  15. Preview for Forms: test forms without publishing

    The ability to preview a Form before filling out the email address. When someone generates a Form, only to see what it looks like, it still counts against the overall Form total.

    7 votes

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    2 comments  ·  Forms  ·  Admin →
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  16. Expanding on hidden fields

    It would be awesome if we could have hidden fields to be shown after a document was signed. I was imagining having a "notes" section where the sales person could get specifics for each line item so there can be an easier hand off from the salesperson to the project management team. Currently once the document is signed the hidden field cannot be unhidden. I could also see a world when you download the copy of the doc if you had the option to download it "unhidden" as well.

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. Automatically replace the content of a document with the file attached via manual "Change status" window

    At the moment when you change the status of a document manually, there's an option to upload a file to the manual status change email notifications which are sent to recipients. The feature request is to replace the documentn's content with the file you've uploaded

    7 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  18. multiple payers can pay specified amount on one document

    The ability to set up payment app and assign different payments to multiple payers on one document so each of the payers can pay their amount on the same document

    7 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  19. Dashboard - Create folders button back

    7 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  20. Search by tags via search bar exactly

    Be able to search documents/templates by tags exactly via the search bar (for example, #bigcontract)

    7 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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