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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7358 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. AND operator in conditional smart content

    Would like to have an AND operator when using conditional content to populate content library items in a template.

    14 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  7. Redlining: ability to enable / disable suggestions for certain recipients only.

    Ability to enable suggestions for certain recipients only.

    7 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  8. Smart content block next to another block

    Add a smart content block next to another block, or to a table

    15 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  9. Quickbooks Integration: 2 Way Sync

    Option to have Quickbooks as Intergation.

    Will allow user to have 2 way sync, with ability to have the open invoices tracked in Quickbooks.

    13 votes

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    2 comments  ·  Integrations  ·  Admin →
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  10. 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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  11. 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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  12. 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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  13. 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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  14. Ability to resize radio buttons

    12 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  15. 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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  16. 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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  17. Compare Files feature

    ability to have a tool that can be used for PDF comparison. Compare Files feature in Adobe Acrobat

    3 votes

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  18. Option to lock recipients so they can't be removed by other users

    1 vote

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  19. Automatically replace yellow brackets in the uploaded document content with pandadoc custom variables

    Automatically replace yellow brackets in the uploaded document content with pandadoc custom variables

    3 votes

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    1 comment  ·  Automations  ·  Admin →
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  20. Gridlines / Ruler

    Would love a gridline or ruler option to overlay on page to help with lining up text & images

    26 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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