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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7245 results found

  1. [Reporting] Ability to export just the LIST of completed documents. Option to export a report of all the completed documents in CSV format.

    Ability to export just the LIST of completed documents.

    13 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  2. Set Exclusion Rules for Salesforce Status Triggers

    Set Exclusion Rules for Salesforce Status Triggers

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. The option to have the status of a deal changed in Fresh CRM once a document changes its status

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  4. automatic collection - stripe

    automatic collection - stripe

    help collect payments that ​​may have otherwise been unsuccessful

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  5. Apply the search in the product catalog to similar words, not just identical ones

    a way to search for words appearing anywhere in the item record

    3 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Ability to restrict access to certain templates with password.

    Ability to restrict access to certain templates with password.

    14 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  7. Conditionally display fields mapped over from salesforce

    specifically where IF Auto Renew = Yes (being the value mapped over from salesforce) THEN do not display this row

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  8. Search for product catalog items by category

    Option to search for product catalog items by category

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Edit font family for catalog items Name and Description within Catalog

    Edit font family for catalog items Name and Description within Catalog

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. Import contacts with their addresses through the Gmail

    Be able to import contacts with their addresses through the Gmail button.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  11. View and track edits feature in the document version history like in MS word or google docs

    track edits feature in the document like in MS word or google docs

    10 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. conditional fields based on CRM field value

    For the conditional fields to be activated as soon as the property is filled in HubSpot no matter what is filled in.

    2 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  13. Email notification for Sender to verify that the document is sent

    email notification that the document is sent

    https://pandadoc.zendesk.com/agent/tickets/402131

    7 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Transfer the ownership of the template

    To transfer the TEMPLATE to someone else so that any time a doc is created from that template, they are the owner and then when it's sent it comes from them

    28 votes

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    2 comments  ·  Templates & Libraries  ·  Admin →
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  15. Option to set expiration for link shared with the recipient [Workaround in comments]

    Option to set expiration for link shared with the recipient.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  16. jump to the change to see what the effect is of the undo.

    When you undo something in a long document the change can happen off screen. It may be beneficial to jump to the change to see what the effect is of the undo.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Generate links for documents in bulk, generate and send via links for bulk send

    Do something like a bulk send, where instead of sending I just get links to the documents I've created with my merge fields.

    9 votes

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    1 comment  ·  Other  ·  Admin →
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  18. Ability to resize radio buttons

    12 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  19. Bulk send feature for forms similar to the feature for the documents.

    Bulk send feature for forms similar to the feature for the documents.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  20. Salesforce: Release notes for recent changes

    do you have release notes for the salesforce pandadoc app? best i can find stops giving info about a year+ ago
    here was an old knowledgebase article that did a great job highlighting changes: https://support.pandadoc.com/hc/en-us/articles/360011677294-Salesforce-integration-versions-comparison
    : but it stopped a while back, it would be great if they started publishing that again

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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