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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7636 results found

  1. Allow variable values to auto-update in a document when updated in Salesforce

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  2. Minimum Quantity in Pricing Table

    15 votes

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    Idea  ·  2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. drag items easily within the document

    https://www.loom.com/share/959038d5d7044e52bfc13ab698901ad6

    1 vote

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  4. Document approval defaults for all documents

    I want 100% of the document going out to be approved.
    I have salespeople who create their own stuff and send them without approval. Having an approval system across all documents would help make sure all that goes out is as it should be.

    7 votes

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    0 comments  ·  Approvals  ·  Admin →
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  5. Pass info from a form response and transfer them into a template via variables.

    Option to transfer field info to the template aside from variables and pricing table.

    • Will allow the user to transfer fields info to a template to create a document aside from variables and pricing table
    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs

    At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to manage the tag itself. So the feature request is to implement the ability to Delete/remove/edit/sort tag(s) from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs).

    139 votes

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    6 comments  ·  Documents & Data Management  ·  Admin →
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  7. Delete a background when the image is added from Canva

    To delete white background (make a background transparent) when the image is added from Canva

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  8. preview recipient email view

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  9. Have different document name on the recipient's end

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  10. Sequence number in catalog products

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. Option to sign in using Microsoft

    Option to sign in using Microsoft.

    • allow the user to signin using Microsoft
    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  12. Allow e-check for authorize.net

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. Ability to edit recipients after document was approved

    To avoid starting the approval process from the beginning

    2 votes

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    1 comment  ·  Approvals  ·  Admin →
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  14. Add the ability to make a field read only

    Add the ability to make a field read only

    9 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. ClickUp

    Integration with ClickUp

    17 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  16. create a panda doc document in salesforce via code through click

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  17. change password using Pandadoc mobile

    change password using Pandadoc mobile

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  18. Edit templates and CLI across workspaces

    The ability to create or update templates and content library items that are accessible in one workspace.

    24 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  19. Specify different amount for different payment methods and restrict client from paying with a method different from selection

    IF users selects to pay via ACH - they should pay one amount
    IF users selects to pay with credit card -another amount

    6 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  20. Capitalized Variable from CRM tokens

    Capitalized Variable from CRM tokens

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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