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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6463 results found

  1. Ability to bulk download all signed documents from HubSpot

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Pass product code automatically from Pipedrive

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. PDF. Ability to remove underlines for hyperlinks in downloaded documents.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Line form in PDF : automatic recognition

    Recognizing line form in PDF (when you have a questionary with simple rows in a table) and assigning field automatically (Ev2).

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  5. More text font size options (right now, only even numbers allowed)

    Be able to match text font with pricing font. Right now, the pricing table numbers are at 15 font but this is not an option in the toolbar. There are only even numbers and you can't input your own number

    3 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  6. auto-refresh editor after clicking 'finish' when sending a document to yourself

    auto-refresh editor after clicking 'finish' when sending a document to yourself

    1 vote

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  7. Pull data from a template to a content library item with the help of tokens

    I have a "general" template with my pricing table, and I add a library item in which I need to add the total price in a text. I'd like to add [pricingtable.total] token in the text of the content library item and populate the pricing table total from this 'general template'.

    2 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  8. New comment notification icon on documents viewable from the document list

    An icon or flag that will appear next to the document status when viewing the document list to be notified when new comments have been posted.

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. write back document status in a list view in dynamics

    write back document status in a list view in dynamics

    1 vote

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  10. Multiple-page document view format

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  11. pass fields information from one template to another

    1 vote

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  12. Stop Stripe from flagging accounts that are initiating payment via API

    1 vote

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  13. [Mobile] Adding Ev2 items from the content library to the Ev2 template

    2 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  14. Use customer name and address and not billing email in Quickbook Payments

    2 votes

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  15. Sort contant library items alphabetically (when editing a doc)

    2 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  16. Let Members view docs in which they are recipients

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. HBSC account direct payment

    Make payments go to HSBC account directly instead of going through PayPal or Stripe.

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  18. [Bulk action] Ability to change sequence of multiple templates at once

    2 votes

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  19. Notification of unfilled fields for sender

    2 votes

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  20. Do Not Contact Setting

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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