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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5385 results found

  1. Jonas Encore CRM

    Jonas Encore CRM integration

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. Enable default payment app for all templates, documents and forms

    default payment app across all documents, templates and forms

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  3. Increase branding logo resolution on automated emails from PandaDoc

    Increase branding logo resolution on automated emails from PandaDoc

    8 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Wise

    possibility to integrate Wise (payment method) to Pandadoc

    16 votes

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    2 comments  ·  Integrations  ·  Admin →
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  5. Ability to set the display recipient's email address and not their names in the list view.

    Ability to set the display recipient's email address and not their names in the list view.

    5 votes

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    2 comments  ·  Other  ·  Admin →
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  6. Format data coming in from Salesforce

    Is there a way to format the data coming in? For example, I want to change the date format to be MM/DD/YYYY and to format the amounts to have currency symbols and comma separators.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  7. Allow the workspace Admin (Owner) to make changes to other users settings (notifications, user profile)

    As my company's contract manager it would be great if I could set up my team with the notifications settings they need upfront and upload their profile pictures. I often send on their behalf and can't get them collectively to all update their photos and settings as needed for this to run smoothly.

    5 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. [Settings] turn off the expiration warning email for all of the documents that have this setting turned on.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Option to have a notification when a recipient clicks to open a PandaDoc email (not a document, but the email itself)

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  10. Option to customize the profile picture

    Option to customize the profile picture

    • Will allow the user to move the profile picture based on user preference.
    6 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Turn on the approval workflow only if the template has been altered

    Turn on the approval workflow only if the template has been altered

    https://pandadoc.zendesk.com/agent/tickets/501527

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  12. Option to filter document in reporting via recipients name

    Option to filter document in reporting via recipients name

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Ability to set the default document listing in Dashboard, Waiting for others section so there's no need to change the documents are listed.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Ability to pass info from Quotes in Salesforce to Pandadoc

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. Create a deal/contact in Hubspot when a document is sent

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  16. Discord

    Integration with Discord

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  17. Ability to resize radio buttons

    14 votes

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    4 comments  ·  Content Editing & Design  ·  Admin →
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  18. Auto-update documents in a bundle when one of the original document gets updated

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  19. Auto populate Custom field values previously used for new products added

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Name the different versions under version history in a template/document

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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