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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6413 results found

  1. The ability to customize the emails for approval workflow.

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  2. Adjust the subfolder view for long folder names

    Make folders within the PandaDoc with lengthy names display the full name/adjust the display column setting to fit in the full name

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. The ability to create custom buttons inside PandaDoc documents.

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. The ability to pass the optional selections and quantity along with the multiple-choice via Data transfer to feature

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Receive invoices for accounts with Automatic collection method

    I'd like it to stay automatic but to get the invoices. Can this be resolved at one point?
    For now please leave it as is but I think this should be resolved as it creates a lot of headaches for our bookkeeping processes - it's a legal obligation here to collect and file all of the invoices.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Save info from form fields when a PDF is uploaded to PandaDoc

    8 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. ability to search for those who have not signer /opened a document yet

    ability to search for those who have not signer /opened a document yet

    6 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Customer Specific Pricing

    Contact or customer number to associate them using certain pricing. Some customer have a different pricing model so it would be nice if there was a customer/contact number that would know to pull the pricing specific to them.

    2 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Change opacity of the background of the text

    Customer stated:
    I have an image in the background, and i put a textblock on top of it. I was to make the text block stand out, so I added padding and make the background black. But I want the background of the text to have opacity..

    6 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  10. [HubSpot] The "Modified date" field in attached docs

    5 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  11. Generate pdf download error caused by the wrong image link

    Display the informative error message, when a document can't be downloaded because of the invalid image link in a document

    https://pandadoc.zendesk.com/agent/tickets/190452

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. Ability to specify what pages to download when downloading in mass

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Required Field Indicator to show what fields are required so you don't have to click through all of them

    6 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  14. convert pptx file types to editable content

    7 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  15. WaveApps

    WaveApps to create and send invoices for integration

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. Pass field values to PD Contacts

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  17. Capture recipient's responses via a survey

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. Ability to link PD documents to Freshsales deals

    5 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  19. Edit PandaDoc in Draft Status From Within HubSpot Deal

    Edit PandaDoc in Draft Status From Within HubSpot Deal rather than being re-directed to the PandaDoc app to edit it from there.

    9 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  20. More Copper Variables

    Additional Copper Variables to be put in a PandaDoc template.

    7 votes

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