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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7099 results found

  1. 3 votes

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    Idea  ·  2 comments  ·  Quote to Cash  ·  Admin →
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  2. ability to add items to dropdown field in bulk

    20 votes

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  3. 5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. Shared a workaround with client, but Inga's team sometimes still chooses to upload files via the HubSpot. When they do this, it auto cc's everyone on the deal (sometimes up to 100 people). If rep isn't paying attention, they send to all those people. Would prefer no one is auto cc'd and they have to assign recipients.

    2 votes

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  5. Currently if the TOC is too long on the recipient view, they don't have the ability to scroll through it. In order to see the bottom few options, they need to scroll to the last pages of the document. This defeats the purpose of having the TOC on the left menu if you can't see all the options.

    2 votes

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  6. ability to add lists and spaces in variables

    2 votes

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  7. Attach a file to the created PandaDoc document via Zapier.
    Example: step 1 - some system creates document (invoice) and step 2 - the document is being created in PandaDoc and the first document is being added as an attachment.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. 2 votes

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  9. Integration with Suite CRM

    10 votes

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  10. In short PandaDoc didn't confirm that I would be charged when I clicked the button. It just said that I would need to upgrade. I felt kinda shady or unethical.

    1 vote

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  11. Pull user email address from Contact object in MS Dynamics

    3 votes

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  12. Ability to add borders to the uploaded image.

    5 votes

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  13. 2 votes

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  14. 1 vote

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  15. Make custom fields in Freshsales visible as PandaDoc tokens.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. integrate with AccuLynx

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. A way to clone current account roles and edit their permissions for custom account roles

    1 vote

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  18. How about adding round corners to the blocks.
    Like in the PowerPoint. It will look especially nice on the cover page with the block background.

    12 votes

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  19. Ability to add a "Stamp" to your signature/profile and be reused across documents.

    26 votes

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  20. Fattmerchant Payment integration

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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