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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4071 results found

  1. notify when a change to the document is made

    notify when a change to the document is made

    3 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  2. Ability to populate dates in Freshsales through tokens without timestamps

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. HubSpot product description to be pulled into PandaDoc in a bulleted list

    Ability to have product description in the pricing table pulled from HubSpot in a way it is inside the HubSpot in the product description. ex: Bulleted points.

    12 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  4. Adding footnotes

    8 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  5. an ability to see the duration of a contract on a document as a pop-up

    an ability to see the duration of a contract on a document as a pop-up

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  6. custom role should be able send the document without needing to edit it

    custom role member should be able send the document without needing to edit it

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Read Receipt/Report once document has been viewed

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. Quickbooks Canada

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  9. Disable sending PDF attachment of the completed document to the document owner.

    Disable sending PDF attachment of the completed document to the document owner.

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Pull Salesforce documents under Notes&Attachments into PandaDoc

    Ability to create PandaDoc documents from Salesforce using the documents stored under Notes&Attachments

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  11. Salesforce, link PandaDocs to a custom Salesforce object

    Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  12. Allow admins to change other users' emails, names, and passwords

    Allow admins to change the organization's other users' emails, names, and passwords from Settings > Team.

    14 votes

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    Idea  ·  5 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. Status-tag search for Documents: The option to search from Documents tab by status and tag simultaneously.

    The option to search from Documents tab by status and tag simultaneously.

    19 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Text search option - Sort by folders

    An option to search a specific word and sort out the results by folders.

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Attach PDF copy to SF when the document was updated

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. Internal timeline and reminders for teams collaborating on a document

    Customers have a lot of people working on the document before it gets sent out and it would be great if there was some way to send reminders to those users who are working on the document.

    4 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. Assigned recipient for a pricing table: Ability to disable pricing table optional items/qty editing permission for one of the signers

    Someone can check option 1 (for example) for radio buttons in the pricing table and sign it, and then the second person can change it to option 2.
    Like other fields, the radio buttons and checkboxes should be assigned to a role or an individual.

    10 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  18. Prepopulated date field option, Allow user to preset their default font options for account & app update to allow allocating signers

    add an option to insert a date field that will prepopulate the date for a signing date, update and allow users to preset their default font options for each account to safe having to alter everytime a new document is opened. the current default font Georgia does match any other basic document programs default something like Arial or calibri are defaults in MS Word and Adobe DC you should be trying to have default the same as other programs so file blend better and then have options so users that want a different font for some reason can change it…

    1 vote

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Get the reason for a declined document via API

    When someone "Decline" document with reason filled - how can i get this reason from API

    8 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  20. Pull product data from Freshsales to pricing tables

    26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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