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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7439 results found

  1. API delete call - for a specific page only

    API delete call - for a specific page only instead of an entire document

    6 votes

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    1 comment  ·  API  ·  Admin →
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  2. Edit or make revisions on a certain document without affecting it's status

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. Change the text on volume-based labels

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Salesforce automation

    we are looking at expanding our use of PandaDoc and were thinking about using the system to send our Surveys/Feedback forms.
    If the survey has a positive feedback (would define a specific criteria for that), is it possible to automatically create a new Opportunity from this survey? Or is it limited now to only UPDATE an existing opportunity status based on the documents status?

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  5. Conditional Smart Content: when the specified conditions are met, all added items should be displayed on separate pages

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. GreytHR

    It would be helpful for cross team collaboration to have GreytHR integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. EU Server integration with Make tool

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  8. Option to turn off the auto-population of Type signatures with the email address if the First and Last names weren't provided.

    4 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Ability to add a phone number used for recipient verification to the signature certificate.

    Ability to add a phone number used for recipient verification to the signature certificate.

    6 votes

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    1 comment  ·  Other  ·  Admin →
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  10. MS word feature [excess text will go on next page]

    MS word feature [excess text will go on next page]

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Ability to adjust table row height

    Ability to adjust table row height

    13 votes

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    3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. Ability to use keyboard shortcuts to navigate the Quote builder

    Ability to use keyboard shortcuts to navigate the Quote builder

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Integration with Microsoft Azure

    Integration with Microsoft Azure

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  14. Ability to view form analytics

    Ability to view form analytics. This is helpful when the form does not contain any fields, therefore, no document is created.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. Automation: Document Sent or Opened, Change Stage

    It would be great if when a document was sent and maybe opened, the automation could report to change the stage. If we send a quote or proposal. We could update automatically

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  16. Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).

    Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).

    6 votes

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    Not Planned  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Conditions: Send/Show Document Based on Fields

    The ability to send documents based on the chosen field of the signer

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Webhook trigger for CRM object link

    Add a new event type for PandaDoc Webhook that triggers whenever a CRM Object is linked (or unlinked)

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. Text block restricted by table cell

    Option to make fillable text field only stretch to the perimeters of the table cell

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Ability to calculate the total weight of products within the quote.

    Ability to calculate the total weight of products within the quote.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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