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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7208 results found

  1. 1 vote

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  2. Ability to sell create doc only feature

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. native ERP connection with Docusign

    1 vote

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  4. At the moment only the first name, last name, email, company and phone of a contact could be pulled from Zendesk cell into PandaDoc (doesn't matter if a document is created from a deal or contact). It is possible to pull street, postal code and city only using the tokens from a gear icon when a document is created from a deal (for example, [Contact.City]). The feature request is to be able to pull those fields (city, postal code, street, etc.) for any contact

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. The option to create a row in the table, preserving all the fields that have been used in previous rows. The option to duplicate the row in the table.

    24 votes

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  6. 2 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  7. 5 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  8. Ability to add the reference numbers (like quotations (e.g citations) on Pandadoc docs

    5 votes

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  9. Public comments are available by default (for now, private comments come by default).

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. Allow each user to upload from separate google drive accounts rather than the same google drive account

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Some credit unions use this and would love direct integration. Customer will move once we have it

    2 votes

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  12. Particular agencies need to work with vendors that comply with CJIS standards. More information here: https://www.fbi.gov/services/cjis/cjis-security-policy-resource-center

    2 votes

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  13. 35 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  14. If you're working on a Document and click an item from the menu (e.g. Content Library, Templates, Catalogue) it opens up in the same window. When you need to go back to working on your Document , you need to navigate back to it through the menu. There's a work around by manually coping the link, opening a tab and the pasting it. It would be great if a new window/tab opens whenever you click on an item from the menu.

    2 votes

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  15. Ability to not loose content when two users is editing the same doc at the same time

    2 votes

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  16. 1 vote

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  17. Track Changes (inline commenting, tracks who made changes and past versions)

    25 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  18. Ability to change the default Country and State in card details field.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Option to add content library items as attachments to the documents

    3 votes

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  20. template gallery in german

    3 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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