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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5913 results found

  1. [Editor 2.0] CC field for all payment gateways

    Editor 2.0 : make CC field work with other payment gateways.

    7 votes

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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  2. upload document on version 2 within SalesForce

    upload document on version 2 within SalesForce

    <they need the "Upload" option to be available in "Create a new document" window within SalesForce on version 2 (not only one) >

    1 vote

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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  3. images preview

    ev2 click on the images and see them full screen

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  4. Show user's (not all the workspace's) documents in dashboard by default

    When a person with a "member" role logs in, only the documents of this person are displayed in the "Dashboard". When a manager or an admin logs in to the system, they see the documents of the whole workspace and can choose to show the documents of a specific team member. The feature request is to be able to make the dashboard show only the manager's/admin's documents by default when they log in.

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  5. More prominent Print button (recipients view)

    4 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  6. Automatically import / Sync PandaDoc contacts with Hubspot Contacts

    9 votes

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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  7. Make the Document Value Required option

    Make the Document Value Required to fill out instead of it being option

    1 vote

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    Idea  ·  0 comments  ·  CPQ - Document Value  ·  Admin →
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  8. Zendesk Support Account Tokens

    Ability to pull account data from ZD support to PandaDoc.

    1 vote

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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  9. Conditional Logic in creating documents in Salesforce

    11 votes

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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  10. Mass signing the documents

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  11. AutoSelect template based on SFDC field

    Use a field in SFDC ( Template ID for example ) to specify which template should be automatically used in SDFC integration.

    This should skip template select phase and go right to recipient role mapping

    2 votes

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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  12. Ability to break one workspace into multiple teams

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. Card-Details field for Authorize.net

    Editor 2.0 Card Details field for Authorize.net.

    3 votes

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    Idea  ·  1 comment  ·  API, Payments & Integrations  ·  Admin →
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  14. Format messages (new paragraphs, etc.) for documents sent via API

    While sending the document via API, it there a way to format the message? or is there a way to use a saved message? Currently we are not able to format it like adding newlines and as a result the email comes out to be a large blob of text.

    3 votes

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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  15. Required Field Indicator to show what fields are required so you don't have to click through all of them

    4 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  16. Save a document to folders from within the document

    5 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  17. Generate signature certificates for Bulk Send

    Mass generate separate signature certificates for the documents that have been sent in bulk.

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  18. convert pptx file types to editable content

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Ability to change tokens format in Microsoft Dynamics

    For example, the date

    3 votes

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    0 comments  ·  API, Payments & Integrations  ·  Admin →
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    Early access  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    Hello everyone!

    Please be informed that the formatting of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.

    Money format we define based on the recipient language of the document & currency from the CRM.

    Date format we define based on the recipient language of the document & date workspace settings.

    Thanks!

  20. Zoho PandaDoc Documents Section

    Ability to see the created from a secondary workspace documents under the PandaDoc Documents Section in Zoho CRM.

    4 votes

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    Idea  ·  1 comment  ·  API, Payments & Integrations  ·  Admin →
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