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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5391 results found

  1. Salesforce Mobile App Capability

    Be able to use the Salesforce integration using mobile apps.

    44 votes

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    4 comments  ·  Integrations  ·  Admin →
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  2. Lock Signing Order

    Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.

    13 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. PandaDoc in Romanian

    5 votes

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    0 comments  ·  Localization  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Recipient view localization.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  4. Flatten PDFs before the upload

    If the PDF is not flattened, some content can be missed after upload

    20 votes

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    4 comments  ·  Other  ·  Admin →
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  5. PO make out of a proposal once it is completed

    When a proposal is completed need to make a PO from there to place an order with a vendor

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. A set of special symbols inside Pandadoc to use

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Pass line item description formatting from SFDC

    Pass the complex line item description formatting from Salesforce to PandaDoc

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. Prevent document sending without field information being filled out by sender (fields assigned to the sender by themselves)

    Warn document creators that information required by them for fields is missing when sending documents.

    9 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. GoCardless

    Integration with Payment Gateway GoCardless

    48 votes

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    4 comments  ·  Integrations  ·  Admin →
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  10. SugarCRM two-way sync

    SugarCRM two-way sync

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. SFDC visibility across workspaces

    The ability to enable SFDC integration to all workspaces at the same time

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Diffrent options to indicate the signer (for ex. mobile number)

    have an alternative if the signer dont have email can we use like mobile numbe

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Copy the page from one document to another.

    Copy the page from one document to another.

    17 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Card Details field for Authorize.net

    Card Details field for Authorize.net.

    16 votes

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    4 comments  ·  Quote to Cash  ·  Admin →
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  15. RevTrak

    Integration with RevTrack

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. notification for when content items need updated

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. The ability to customize the Catalog and have a filter

    4 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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    Being Evaluated  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  18. Borders for one row in a table

    also how to add borders to only one row in a table. like the header row

    14 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  19. More precise error message in HubSpot

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  20. Conditional logic for Payment block

    Payment block populates only if the customer selects "credit card" as the option for payment.

    16 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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