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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6118 results found

  1. Option to hide product catalog item

    hide the products in our catalog to avoid the incorrect items be selected, but would still like to have access to them if we need them for the future

    9 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Connect two separate CRM accounts to one PandaDoc workspace.

    Dual log into one PandaDoc workspace from two separate Pipedrive accounts. Currently can link two separate Pipedrive accounts to two separate workspaces, it would be nice if it could be one workspace.

    7 votes

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    2 comments  ·  Integrations  ·  Admin →
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  3. Ability to set an expiration date for the document for "today/by the end of the day".

    Ability to set an expiration date for the document for "today/by the end of the day".

    14 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Customize Forms Pop-Up message: Option to edit the message from the Form wizard.

    Customize the Forms pop-up message that is visible when accessing a form from a website.

    111 votes

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    15 comments  ·  Forms  ·  Admin →
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  5. Export product catalog in different formats (PDF, Excel, etc.)

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Bilingual Contract Template

    All our contracts are bilingual. It would be great to have a bilingual contract that divides up the page into two even sections.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  7. Pandapay

    Integration with PandaPay payment gateway

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  8. The ability to put a table block inside a text block.

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  9. Change table of contents without changing headings

    6 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Automatically add roles when you add smart content with the content library items.

    Option to automatically add roles when you add smart content with the content library items.

    6 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  11. Mask content: Hide Information Until Recipient's Mouse Hovers Over It

    It would be great to have an option of displaying some additional information in tooltip/popup after clicking/mouseover.

    The customer will have the option to view additional information (about a product/service in the offer) without having to leave the document (as is currently the case with hyperlinks)

    15 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  12. Exact.com

    Integration with Exact.com

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. Show Workspace ID in document details endpoint

    Show workspace ID to the response of Get document details call

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Change color of check mark on pricing table

    Be able to change the color that the check mark on a pricing table is when downloaded. Currently, it downloaded grayed out, which is difficult to see when printed.

    3 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Send another document in just 1 click

    A faster way to send another document after completing the previous invite. At the moment it takes 3+ clicks. Make it 1 click

    2 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  16. Be able to import csv with three decimals

    Currently it is possible to import only a csv that contains up to 2 decimals in the price column. The feature request is to extend this number of decimals to three

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Google Analytics

    Google analytics integration.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. Multi-team approval workflow

    As a second request, I’d love to have multiple approval workflows with ability to send back 1 level and not back to the start of the approval process. For instance, if 1 group is accountable for wording, 1 for legal and 1 for pricing. I don’t want someone adjusting pricing to require everything to start from the beginning again.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  19. Use Ticket object to create docs from Hubspot

    Should be possible to use ticket object to create docs from Hubspot

    23 votes

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    7 comments  ·  Integrations - HubSpot  ·  Admin →
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  20. Decimal places in Document Value

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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