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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5967 results found

  1. A set of special symbols inside Pandadoc to use

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  2. Allow to edit files shared between workspaces

    Edit shared via different workspaces files

    5 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. Pass line item description formatting from SFDC

    Pass the complex line item description formatting from Salesforce to PandaDoc

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  4. 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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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. Export User List in CSV: download users of the PandaDoc account in one file

    Ability to export all the users under the account/workspaces

    46 votes

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    8 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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    In Development  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  6. GoCardless

    Integration with Payment Gateway GoCardless

    48 votes

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

    SugarCRM two-way sync

    3 votes

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

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

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  9. ev2 wrap text and make text smaller when recipients add long responses to text fields

    ev2 wrap text and make text smaller when recipients add long responses to text fields

    17 votes

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    Idea  ·  2 comments  ·  Usability Improvements  ·  Admin →
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  10. 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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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Copy the page from one document to another.

    Copy the page from one document to another.

    17 votes

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

    Card Details field for Authorize.net.

    16 votes

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    Idea  ·  4 comments  ·  Quote to Cash  ·  Admin →
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  13. RevTrak

    Integration with RevTrack

    1 vote

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

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  15. 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!

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

    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  18. Option to rearrange / reorder the documents in the documents list

    option to move the documents in the list

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  19. 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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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  20. Pull values to Pricing Table custom columns via Zapier

    At the moment custom columns of the pricing table are not displayed in Zapier Products section (Create document Action) and therefore they are not available for filling in.

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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