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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7120 results found

  1. Sync HubSpot tokens and the ones in a document

    At the moment the list of tokens in a PandaDoc document is copied from HubSpot at the very moment when a document is created. When a property is deleted from HubSpot, the token disappears only in HubSpot -> Show PandaDoc Tokens, but not in list of Variables in a document. The feature request is to sync those list of variables in a document and in a deal/contact/company

    7 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  2. Product catalog to track the items stock

    Ability to integrate the ERP system/or track the product quantity within the PandaDoc native catalog

    7 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Report Revenue

    Revenue generated is misleading (Total € for completed docs). It should not be on the SENT document column but in the completed!
    Moreover we would like to see the OPEN Revenue, the COMPLETED Revenue and the difference (VIEWED).
    There is also need of a report for all manually completed documents. Otherwise it is impossible to track them down since they do not appear in these reports.

    7 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. Import from CRM: Contact Object, Hubspot

    Import from CRM for Hubspot for the contact object.

    7 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  5. Bulk Send Expiration / Reminder Settings on Template

    Have expiration/reminder settings on a template which is used in Bulk Send to remain.

    7 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. RESCO CRM

    RESCO CRM

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. Conditional Charging Logic

    The ability to do a surcharge for credit cards but not ACH

    7 votes

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  8. Notifications sent to specific emails when a doc is completed

    Having an option to automatically notify specific e-mail once the document is completed (the email may not be on the list of recipients)

    7 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. Salesforce, link PandaDoc to multiple Salesforce Objects

    7 votes

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  10. [Reporting] Salesforce Activity

    Salesforce reporting feature with PandaDoc integration.

    7 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  11. eIDAS higher levels compliance

    7 votes

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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  12. Hiding the banner of the document when embedding through an iFrame

    Hiding the banner of the document when embedding it through an iFrame

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. MS Dynamics / Monday.com: Map products to specific tables or sections

    The ability to pull products from MS Dynamics into specific table or sections when creating a document.

    7 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Ability to save PandaDoc documents as p7m files

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  15. More than two letters as Initials

    The recipient should be able to add more than two letters as his Initials, e.g. John Mitte Brown will be J.M.B.

    7 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  16. Keyboard shortcuts & Be able to us the "Delete" Key on your keyboard to delete items during document design

    7 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  17. Prorated invoice option (automatic)

    Prorated invoice option (automatic). The option that allows automatically calculate the part of the whole price of the product based on the time period.

    7 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Add image option in Saved messges

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  19. [French localization] Translate subject in the emails

    Change the language of the subject in the email

    7 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  20. Forwarding to recipients that are already CC'd

    7 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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