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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4109 results found

  1. Link more than one document to opportunity while syncing product updates (2-way) from PD to Salesforce

    Client would like to have multiple quotes tie to Salesforce and if there are updates on products, for them to sync (2-way) from PD to SF and back to PD.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. JIRA

    Jira integration

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Ability to track which specific user is adding licenses

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. template gallery in spanish

    1 vote

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    0 comments  ·  Localization  ·  Admin →
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  5. change the mark on the check box from check to "x"

    change the mark on the check box from check to "x"

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  6. support wistia custom links

    support of customized wistia links that do not include wistia.com in the end

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Default settings to enable only future dates for all the fields on the account level

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Populate Document Expiration Date Variable before sending

    Be able to see the document expiration date variable filled in document before sending

    8 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. mention the attachment name in the body of my PandaDoc document

    mention the attachment name in the body of my PandaDoc document

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. I can't copy the text I entered in a field

    It'll be easier if I can copy and paste what I entered into the text field so because drag and drop duplicated field may not always be easy.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. Import Contacts from Outlook

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  12. Hide rows in a pricing table

    Hide rows in a pricing table

    17 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  13. Contract start date variable

    4 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. lock content library item

    a way to lock certain content library items from people even being able to click into, etc

    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  15. PDF attachment setting for individual accounts instead of only for the whole workspace

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. add column "date" to pricing table

    add column "date" to pricing table
    we are SAAS company, so have start and end dates for or product

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  17. Allow source file feature to work for non-uploaded templates and documents.

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Electronic Document Seal

    DocuSign offers electronic seals to certify the integrity and origin of documents. For example, a company may apply an electronic seal on a contract before sending it out for signature.

    5 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  19. ability to remove the privacy disclaimer when signer is signing the document

    ability to remove the privacy disclaimer when signer is signing the document

    5 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  20. add Office 365 as an option to login in the PandaDoc Mobile App

    add Office 365 as an option to login in the PandaDoc Mobile App

    6 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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