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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4109 results found

  1. Pull values to Pricing Table custom columns via Zapier

    At the moment custom columns of the pricing table are not displayed in Zapier Products section (Create document Action) and therefore they are not available for filling in.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Pandadoc would automatically send the right contract to the right customer, depending on a respective data field in Pipedrive.

    Pandadoc would automatically send the right contract to the right customer, depending on a respective data field in Pipedrive.

    5 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  3. Pricing Table - edit formatting of one cell with single click and highlight multiple cells to bulk change

    New pricing table as of June 2020: In every single cell you have to click once, and then again in order to edit any of the formatting (Text alignment, etc) and you cannot highlight multiple cells (of the same or different formatting) to bulk change them. This request is in favor to fix this.

    12 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  4. Dashboard Approval

    Separate Approved from To Be Approved within Dashboard- It's misleading, because it says "For approval" on the Dashboard and in the filters on the Documents screen. Docs pending approval are more important than docs that are already approved as far as setting priorities.

    10 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  5. Disable inline commenting (add a comment button) option

    Disable add a comment button in documents

    31 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Link2CRM Linking documents to objects other than deals

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. Save Custom Colors within PandaDoc

    Client would like the option to save custom colors within pandadoc

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  8. Option to use the format of saved Content Library Item when adding to a new document or template

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  9. SFDC visibility across workspaces

    The ability to enable SFDC integration to all workspaces at the same time

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  10. Two way sync for Stripe

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Ability to Change Recontact Email on Expired Document prompt

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. Create and Send document in one API call

    Be able to create and send a document in 1 API call intead of waiting for doucment to hit draft and then send.

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  13. Columns in Forms Dashboard to see how the forms was filled out by EX: Account Name

    Columns in Forms Dashboard to see how the forms was filled out by EX: Account Name

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  14. The ability to make the field area transparent when adding the field to the uploaded area

    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Ability to turn on the pop-up that prompts users to make the payment once they want to leave before pressing pay.

    1 vote

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  16. PipeDrive: Add PandaDoc contacts to PipeDrive

    Ability to pull created in PandaDoc contacts to Pipedrive

    9 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  17. Signature connector tool

    Ability signature too for applications or forms that are not in panda.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Auto-update the approval setting in documents created from this template

    Auto-update the approval setting in documents (in Waiting for approval status) previously created from this template

    4 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  19. Auto-send another document once a field filled out in one doc

    1 vote

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. The ability to set up permissions, so the internal account users couldn't download the documents created by other users but could view and a

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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