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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7638 results found

  1. More Pricing Table Variable Options

    Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)

    27 votes

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    Idea  ·  2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. ability to use templates without roles in API

    3 votes

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    0 comments  ·  API  ·  Admin →
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  3. Permissions: would like to remove capability/cannot send a PD without being linked to an opportunity in Salesforce

    Goal: Drive better adoption
    Permissions: would like to remove capability/cannot send a PandaDoc without being linked to an opportunity in Salesforce

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Map Catalog Headers to Pricing Table Columns

    The headers in your catalog seem like they should match up with your pricing table columns. Which is obviously not the case, some do, some don't.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Hubspot - set document value

    When you create a new pandadoc via the Hubspot plug-in, the value of the pandadoc should be taken as a custom value, based on the amount field in Hubspot

    9 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  6. Docx converter to support "sym"elements

    1 vote

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  7. Adding multiple Images on a placeholder via API

    Adding multiple Images on a placeholder.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. Create a Content Library Item from a Sent Document

    Abiliy to save content from a sent doc to their content library without having to duplicate or edit the document to grab the content.

    3 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  9. Custom Permissions for adding tags

    Add a custom role permission to be able to create tags, so admins can determine who can add tags to documents.

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Ability to set a secondary recipient for documents. If the recipient is not available, the queue automatically sends the document to a back-

    Ability to set a secondary recipient for documents. If the recipient is not available, the queue automatically sends the document to a backup recipient.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. [Bulk Action] Export and bulk delete documents from a particular template

    Bulk Export and Bulk delete documents of a particular template that have been completed

    5 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  12. Text field validation: view or edit field validation rules

    6 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. Unsend sent document/notification

    I have a quick question, can I re call an email i have sent by panda?

    21 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  14. Ability to add attachments via the mobile app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  15. Would like the name of the uploaded CSV file to be displayed in the email that states the upload failed.

    1 vote

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  16. convert DOCX file to editable in Salesforce integration

    Be able to upload and convert DOCX file to editable in Salesforce integration

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  17. inline comments to stay highlighted for recipients after sent

    the inline comments to stay highlighted for recipients after sent

    5 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  18. Control reminders for docs created from Pipedrive deals

    Reminders should be stopped as soon as a Deal with a linked PandaDoc document is marked as Lost.

    4 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Image Editing Capabilities (crop, rotate, flip, resize scale etc)

    Image Editing Capabilities (crop, rotate, flip, resize scale etc)

    187 votes

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    19 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  20. Permissions for specific documents: Private documents (Password protect documents internally)

    Have an option to create a private document where only the account owner/user can have an access to.
    Restrict/lock documents from other Admins View.

    201 votes

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    20 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

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