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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7104 results found

  1. optional items for a dropdown field

    optional items for a dropdown field

    9 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Support Vidyard custom links to paste videos

    support vidyard custom links (available on the Enterprise plan)

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Email Routing Contingent Upon Response

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Pull Pricing Table Tax Flat vs Percentage rate from SalesForce

    Having the option to default the pricing table tax rate to be flat instead of a percentage when pulling it from SalesForce

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  5. Google docs extension similar to word

    Have the same functionality as PD word extension but within Google docs

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Turn off Optional/Required display box when signing on document

    2 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  7. Granular permission to turn off commenting user by user or role by role

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Granular permission to view set users documents (not all or nothing)

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Linked Content / Content Version Management

    Its great to have the file upload option form online storage.

    As an additional option would it be possible to authorize access then link to an external resource within a template? This could be limited to pdf documents and accessed in a similar way to the YouTube integration.

    This would save users time transferring files and PandaDoc paying for additional storage capacity.
    It could also allow for content versions to be managed externally.
    For example

    you have a partners logo pdf on Box.Net

    this is linked in all the templates you want it to be shown

    if you change partners

    …
    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  10. Custom roles: restrick view of validation fields

    In custom role settings add setting to disable the view of validation (masked) fields for the user.

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. Headings auto-numbering for cover page

    Headings auto-numbering doesn't work on cover page

    6 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  12. MS Dynamics / Monday.com: Map products to specific tables or sections

    The ability to pull products from MS Dynamics into specific table or sections when creating a document.

    7 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Generate Report of the IP address and location in the Signature Certificate

    report of all the signed documents using specific IP addresses

    13 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  14. Include custom fields when adding a new item

    When a new catalog item is added manually, allow the previously imported custom fields to be visible within the template when creating them individually.

    2 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  15. Upload files field sync with HubSpot

    3 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  16. description of the pricing table item transferred to Xero invoice

    description of the pricing table item transferred to Xero invoice

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Dynamically pull images/field data from LogicGate program

    Dynamically pull images/field data from LogicGate program

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Ability to validate variables in forms

    2 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  19. Improve bulk download for huge amount of documents (1500+)

    Users are having issues if they bulk download 1500+ documents, the link is never delivered

    11 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  20. Have a document first paid and then go to completed stage

    Have a document first paid and then go to completed stage
    Some customers complete the doc but don't pay

    4 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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