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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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  1. 10 votes

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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  2. automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc

    5 votes

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  3. When duplicating fields, sometimes they appear below the original field, while other times they appear above it. It would be great if the copied fields didn't jump up into an area that is already populated.

    1 vote

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  4. Mailing/burofax/certified letter service

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. inform the form owner that the email was added incorrectly/invalid and the document was not delivered

    https://pandadoc.zendesk.com/agent/tickets/559774

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  6. It would be nice to have this feature when you update a document from the content library and will sync to all your workspaces as this would save time and you will not update each workspace.

    3 votes

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  7. option to delete pages and insert page breaks using the mobile app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  8. Ability to resize and move the editor toolbar

    2 votes

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  9. I am trying to do is find the original email message that came with the document sent notification. Even though I and other team members were copied on the outbound email, we do not see that message and would like to reuse that language in the original mail. Is there a way for us to get an outbound email audit log to see the messages we sent via panda?

    2 votes

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  10. Ability to split pages into columns on the document level.

    2 votes

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  11. 1 vote

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  12. Would like to have a way to block creation Natively through PandaDoc and only have creation take place in Salesforce

    1 vote

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  13. 1 vote

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  14. When converting a Lead, any PandaDoc Documents tied to the Lead should also appear on the Contact.

    1 vote

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  15. We have 2 different documents tied to our Quotes, a proposal and a service order. The Proposal is meant to populate based on our quote line groups, however, I need the Service Order to generate from the quote line items. It only seems like we can set up one direct pricing relationship at a time.

    1 vote

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  16. 2 votes

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  17. Example: google calandar event invite. Add pandadoc templates so with click of a button event is made and pandadoc docs are made.

    2 votes

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    1 comment  ·  Automations  ·  Admin →
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  18. Customer would like to generate a report for deleted documents alone

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  19. Search for a contract using Pandadoc contract ID data

    1 vote

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  20. Allow recipients to revisit unfinished forms without having to restart the form process.

    14 votes

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    1 comment  ·  Forms  ·  Admin →
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