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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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453 results found

  1. Accurately retain complex numbered lists and bullet formatting from MS Word documents.

    Improve the document conversion processes to ensure that when documents are downloaded from or uploaded to PandaDoc, they reflect the original format seen in the editor with high fidelity.

    Improving the import, editing, and handling processes for complex and legal documents within PandaDoc, ensuring that specialized formatting like legal numbering and structured indentations are preserved accurately.

    "Adding in a legal document with the below format does not work. We're having to manually type each number out for a 20 page document which is a massive headache when changing/updating."
    "Please can panda docs improve 'the Only simple number lists (with numbers,…

    193 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →

  2. Recipient Groups on the template level

    Currently recipient groups are set on a document level and not a template level. Having them at a template level would lead to an expedited experience for end users who already know they need recipient groups before creating the document. Also would help in the sense that it could be utilized in bulk send.

    12 votes

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    2 comments  ·  Templates & Libraries  ·  Admin →

  3. Add hyperlink to products (quote builder and pricing table)

    Add hyperlinks to products (quote builder and pricing table)

    3 votes

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    2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  4. Audit log for accounts showing user activity in the workspace

    Admin access to audit logs for accounts showing user activity in the workspace

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  5. Link document from PandaDoc to Salesforce: search opportunity by ID

    Currently, when you link a document from PandaDoc side to Salesforce, you can search the Opportunity by name and link the document.
    Needs to have an option to search the Opportunity by ID and link it to the Salesforce. This will help to eliminate the possibility of linking the document to the wrong SFDC opportunity in case of similar naming.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  6. Two way sync with HubSpot

    Option for 2 way sync with HubSpot

    17 votes

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    2 comments  ·  Integrations  ·  Admin →

  7. test

    7 votes

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    1 comment  ·  Approvals  ·  Admin →

  8. Make one payment gateway default over another

    Make one payment gateway default over another

    2 votes

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    0 comments  ·  Payments  ·  Admin →

  9. Footer/Header - Ability to add signature fields, text fields.

    The ability to add fields on footer such as text field or signature fields.

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  10. Ability to pass billing frequency fields into the pricing table from Pipedrive line items.

    Pipedrive disable the field of variance and they introduce the billing frequency which is already in their API however Pandadoc has not updated this field in their API, and this is crucial to be able to use it in the pricing table.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  11. Send an SMS reminder notification

    send an SMS reminder notification

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  12. Ability to edit the form prompt text "Enter your contact information to start the signing process."

    Ability to edit the form text "Enter your contact information to start the signing process."

    3 votes

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    0 comments  ·  Forms  ·  Admin →

  13. [Import from CRM][Salesforce] Update pricing table

    The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).

    22 votes

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    4 comments  ·  Integrations  ·  Admin →

  14. Allow for Catalog Items to be inserted, updated, listed, and deleted through the API.

    Allow for Catalog Items to be inserted, updated and deleted through the API. Allow a product list to be retrieved via API from the catalog.

    48 votes

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    9 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  15. sent document - change document name without editing it

    sent document - change document name without editing it

    9 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

  16. Send Slack notifications to CC'd recipients when a document is sent.

    Send Slack notifications to CC'd recipients when a document is sent.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  17. Adding Laos (KIP) currency in pricing table

    adding Laos (KIP) currency in pricing table

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  18. Folder Transfer

    If I have 14 different documents that I need to get signed and I don't want to send them all as 1 long document. I think there should be a way to send a folder of documents (similar to a zipped folder) that can be opened and each individual document signed.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  19. Approval workflow in order

    Customer would like to set an approver workflow in order

    2 votes

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    0 comments  ·  Approvals  ·  Admin →

  20. Sync field's values to HubSpot

    The customer desires the capability to synchronize the field values from a completed document to HubSpot.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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