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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7515 results found

  1. 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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  2. ability to use invites to other workspaces when SSO is enabled

    currently with SSO enforced users can only go into a fixed workspace and can't accept invites to other workspaces until they are in the fixed workspace. would be helpful to be able to either log in through SSO and be placed in fixed workspace or send invite to any workspace and ignore the fixed workspace

    9 votes

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    0 comments  ·  Other  ·  Admin →
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  3. be able to access the products in your pricing table from the product catalog using the PandaDoc app.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. 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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  5. Ability for the mobile app to be rotated as per the mobile phone's settings: rotate documents on mobile

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  6. 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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  7. 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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  8. 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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  9. Pandapay

    Integration with PandaPay payment gateway

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  10. 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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  11. Change table of contents without changing headings

    6 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. 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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  13. Outlook

    Is there an integration to Outlook available or in the development stages? We would like to easily display our boards in specified users calendars. If not, is the best option to simply subscribe to the calendar using the link provided in PandaDoc.

    13 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. Exact.com

    Integration with Exact.com

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. Auto-assign Fields when uploading a PDF with Field Tags

    At this time, when uploading a PDF and using Field Tags, the user is asked to assign a recipient when uploading the PDF and then click 'Assign All' to assign the recipient to all of the fields. Can it be possible to have the fields auto-assign and not have to click 'Assign All'?

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. 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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  17. 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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  18. Use Canva Brand Kit

    I would love to use Canva's Brand Kit when using Canva in PandaDoc.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. 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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  20. 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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