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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7487 results found

  1. table of contents for the pages/sections. similar to proposify and better proposals

    2 votes

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  2. Ability to Bulk Send from CRM

    30 votes

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    Idea  ·  6 comments  ·  Integrations  ·  Admin →
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  3. At the moment (July 24 2020) in EV 2.0 it's not possible to change the font size and font family in catalog item description and there is no ANY text formatting for catalog item "Name". So the request is to implement text formatting for "Name" and ability to change font size & font family for catalog item description. This functionality is needed to have everything set up when you insert a catalog item into the pricing table.

    18 votes

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  4. Allow to sync and import contacts from the mobile device

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  5. Some clients may be working with slow/unreliable internet speeds and would rather have a fast loading, low-quality image render in the docs

    1 vote

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  6. Theoretically you can add a CC to any created document on Zapier pulling the form from Hubspot. But in reality Pandadoc do not allow to send the document in CC while the creation was initiated visa Zapier. Need to allow CC recipients in Pandadoc when trigger by a zapier task.

    1 vote

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  7. If you type in that variable that has missing info, it populates back to the contact library. (ie: Contact is missing title, so it doesn't populate. When you manually add in the title on the document, it updates the contact.)

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. expiration starts once the signer opened the document

    2 votes

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  9. Add tags on forms

    2 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  10. Ability to disable the auto-populations of recipients in SFDC

    9 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  11. 62 votes

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  12. Iintegration with Etapestry

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. Allow for a template to be placed on top of a document. For example, if you would be uploading new PDFs, but the signature fields would always remain in the same spot, this would be more efficient than always having to add the fields over and over again!

    2 votes

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  15. 7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  16. Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent

    6 votes

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  17. For example, be able to type .5 without having to type 0.5

    1 vote

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  18. Integrations with QB, Bomb bomb

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. CRA Canadian revenue association that requires special compliance

    1 vote

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  20. collect customer information at the point of sale to be used in the creation of customer profiles and consequently in marketing

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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