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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5967 results found

  1. Text formatting for catalog

    At the moment (July 24 2020) in EV 2.0 it's not possible to change the font size and font family in catalog item description and there is no ANY text formatting for catalog item "Name". So the request is to implement text formatting for "Name" and ability to change font size & font family for catalog item description. This functionality is needed to have everything set up when you insert a catalog item into the pricing table.

    18 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Auto-update Contact in Contact Library

    If you type in that variable that has missing info, it populates back to the contact library. (ie: Contact is missing title, so it doesn't populate. When you manually add in the title on the document, it updates the contact.)

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  3. Stop auto-population of recipients in Salesforce

    Ability to disable the auto-populations of recipients in SFDC

    9 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  4. CSS available in Editor 2.0

    62 votes

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    4 comments  ·  Content Editing & Design  ·  Admin →
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  5. Redirect to the PandaDoc app (full window) when creating a document in Zendesk Sell

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Template Overlay

    Allow for a template to be placed on top of a document. For example, if you would be uploading new PDFs, but the signature fields would always remain in the same spot, this would be more efficient than always having to add the fields over and over again!

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Ability to save PandaDoc documents as p7m files

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  8. "Instructions" block (auto-deleted text block)

    Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent

    6 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  9. More than two letters as Initials

    The recipient should be able to add more than two letters as his Initials, e.g. John Mitte Brown will be J.M.B.

    7 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  10. can add a link to template or document and make it mandatory to click before completing the document.

    can add a link to template or document and make it mandatory to click before completing the document.

    8 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  11. restrict uploads to certain users

    restrict uploads to certain users: for example - we would like to have authorize person that can only upload a photo in the document

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. optional items for a dropdown field

    optional items for a dropdown field

    9 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. Signature certificate for the documents completed manually

    Option to generate a signature certificate for the documents completed manually

    14 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  14. Email Routing Contingent Upon Response

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Pull Pricing Table Tax Flat vs Percentage rate from SalesForce

    Having the option to default the pricing table tax rate to be flat instead of a percentage when pulling it from SalesForce

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. Google docs extension similar to word

    Have the same functionality as PD word extension but within Google docs

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Turn off Optional/Required display box when signing on document

    2 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  18. Granular permission to turn off commenting user by user or role by role

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Granular permission to view set users documents (not all or nothing)

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Custom roles: restrick view of validation fields

    In custom role settings add setting to disable the view of validation (masked) fields for the user.

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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