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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7283 results found

  1. transfer product catalog from one account to another

    transfer product catalog from one account to another

    https://pandadoc.zendesk.com/agent/tickets/405331

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Humi

    Integration with Humi

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  3. Link documents to MS Dynamics CRM objects.

    Link creation with MS Dynamics.

    7 votes

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    3 comments  ·  Integrations  ·  Admin →
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  4. authorization (access code) to be added on a template level

    authorization (access code) to be added on a template level

    3 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  5. The ability to restore deleted inline comments

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. Notification when the document draft is created

    Notification when the new document draft is created from the template

    4 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. Add hyperlink into email footer

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Option to use API to edit a document

    Option to use API to edit a document

    8 votes

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    0 comments  ·  API  ·  Admin →
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  9. Ability to adjust date field timezone

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Mask Signature field value

    Option to have an invisible signature with the same encryption but no visual representation

    3 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  11. View a completed document with a signature certificate inside the editor, as well as on a downloaded pdf

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Checkbox in a document for internal usage while reviewing

    a way to use a 'checkbox' field in a template that can be clicked/unclicked when reviewing the doc rather than by a signer

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. for the creator license to not be able to to edit the signing order in the document

    for the creator license to not be able to to edit the signing order in the document

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Smart content: be able to pull CLI background image

    If:
    -Template theme doesn't have a background image
    -Page of the template where conditional smart content block is placed doesn't have a backround image

    Then
    -Be able to pull the background image of the CLI for the page in the resulting document

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Conditional Status Change

    Create relationship between documents for conditional status change. I.E. one document is completed, another one automatically expires

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. Report for viewed documents

    a way to download all the emails for the people that only viewed my template

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. populate two salesforce opportunities in one pricing table

    populate two salesforce opportunities in one pricing table

    For example, Product and coupon opportunities in populated within one pricing table.

    https://pandadoc.zendesk.com/agent/tickets/404226

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  18. Resize the table in the Reporting section

    Resize the table in the Reporting section

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  19. Table of Contents for multiple documents under the one send out

    It would be great to be able to create a table of contents at the document level instead of page-level so when you send out multiple documents to a client/receiving party, it's easier to negative.

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  20. increase document list results

    The doc says the Default is 50 and Max is 100. We need more results during the document list API call

    1 vote

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    0 comments  ·  API  ·  Admin →
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