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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7629 results found

  1. Show page numbers in TOC in exported docx file

    Show page numbers in TOC in exported docx file

    The TOC is working when the heading is clicked but the page numbers are not exported along with TOC

    https://pandadoc.zendesk.com/agent/tickets/436693

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  2. Ability to see and kick-out any devices logged-in to the PandaDoc account.

    Ability to see and kick-out any devices logged-in to the PandaDoc account.

    9 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  3. Recover deleted Templates & Content Library items

    16 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  4. Disable automatic webhook deactivation

    Do not deactivate webhook automatically even if HTTP 4xx client errors occur

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  5. Download multiple documents (document folders) directly to computer

    Download multiple documents (document folders) directly to computer

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Show document name on expired document notification view

    show document name or quote number on an expired document

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Have certificates for completing each learning path (Admin Certificate, Sales Certificate, etc.)

    When you go to the PandaDoc Learning Center and complete a learning path, it would be nice to have a certificate saying you completed the path. For example, if you go through the Admin learning path and complete it all the way, you could be certified as a PandaDoc Admin and have a certificate to show for it.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. Require pricing table to be filled out before being able to send out a document

    The option to be able to requiring to fill out something within the pricing table in a template before it can be used and sent out would be very useful.

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. save template on specific folder

    2 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  10. Selected filters remain when user returns to the documents tab

    When we apply filters to the documents tab and click into a document, when we then want to return to the documents tab and click back the original filters are lost so that we have to reapply the same filters again. Managers in particular are finding this frustrating and time consuming. We'd like the filters to remain

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms

    Forms feature in CRMs

    64 votes

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    12 comments  ·  Forms  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    Hi there! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  12. [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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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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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  19. 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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  20. 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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