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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7631 results found

  1. Google Meet

    Integration with Google Meet

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. Bigger Panda<>Salesforce window

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  3. Sorting Reporting Data by header fields, like owner, date, recipients, etc.

    In the Reporting tab where you can see all your documents we would like to able to sort and order the documents by the headers and be able to search all the documents by more than just the title.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. linking text blocks with conditional logic

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Add a search bar for the Inbox

    It would be great to have a search function to make finding documents in the 'inbox' easier

    17 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  6. Participants tokens to be passed from Pipedrive

    (info about participants linked to a deal object, for instance)

    3 votes

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  7. Lock users from changing expiration dates

    Lock users from being able to change the default expiration date on documents

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. Option to search the documents with redlining

    It will be helpful for the audit to search for documents where suggested edits (redlining) were used or to add redlining column to the activity report

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Export a pricing table (Quotes) into Excel: Ability to export the pricing table data on the completed document.

    42 votes

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    9 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. Send Images as Token Data via Zapier

    Zapier can be used to create a document and pre-populate it with token data (merge fields). It would be useful if (product) images could also be inserted this way (for example as base64). Currently I create documents via Zapier, and must manually insert the related images in PandaDoc.

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Split lines on Zapier

    Zapier currently pulls recipient info from pandadoc onto the same line making it impossible to use data from an individual recipient

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Template Editor SDK - Non-PD users

    Ability to use Embed JS SDK using Pass-though authentication. Giving webapps the ability to allow for their users to create templates without being PandaDcc Users.

    6 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  13. Edit the dimensions of insertable fields

    It would help a lot to be able to adjust the size of fields to specific dimensions. Ability to edit size of a field by inches, millimeters, or pixels would contribute to a much cleaner looking document

    9 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Resize content blocks when an image is resized.

    Currently, when you resize an image, you end up with excess spacing on the sides of the image. The content block is not resizing with the image resize. Also the ability to use spacers to help resize images would be nice.

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. JIRA

    Jira integration

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. ability to easily move fields/blocks from one page to another

    10 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Ability to make a document private between the creator and the recipient

    Ability to make a document private between the creator and the recipient

    7 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Offline Storage of completed document

    a storage for completed documents without making it as a draft

    11 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  19. Agera

    integration with Agera

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  20. 1.0 content should be included into the new reporting tool

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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