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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6788 results found

  1. Info about who signed the Viewed document and who hasn't yet visible from the list view of the Viewed Document Status Tile on the Dashboard

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Cell deletion in tables

    Delete a cell in a table (instead of row or column).

    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Create doc/template quick buttons

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  4. ability to link deal value in Hubspot( variable) with Document value

    4 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  5. Version history: Display version of edited document in downloaded PDF

    User needs to see a document's version not only inside the Pandadoc but in downloaded PDF as well.

    8 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  6. Show different totals for different product types in a pricing table

    Show different totals for different product types in a pricing table. Depending on cell's value and column.

    8 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  7. ev2 pricing tables- open entry text field for signers in pricing tables.

    ev2 pricing tables- open entry text field for signers in pricing tables.

    "I'd love to be able to add a field in Pricing Tables where signers can sort of "fill in the blank""

    3 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  8. Email Notif for potential scam/threat

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. Disable auto-population of contacts associated with a deal in Pipedrive to the recipient on a template by template basis

    We're in a situation where we generally do merge deal.person.email into the document but I really don't want that populating into the email list, just because a document is generated off that deal doesn't mean it's going to the "person" linked to the deal. In some cases that is who the document is going to so if I can change that behaviour on a template by template basis that would be great but if it has to be an account wide change, our preference is that no email addresses auto-populate when we click send document.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. Ability to link PD documents to Freshsales deals

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Let recipients view a doc only after they view some statement

    It seems to me that the recipient is not been shown a GDPR / privacy statement about the tracking capabilities withing PandaDoc. Can I change it so that before a user can see the document, he has to accept the GDPR terms?

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  12. 2 way sync for Close

    2 way sync for Close

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. [Bulk action] Select and add CLIs to the document

    The option to add different CLIs at once (select them together and add to the document).

    3 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  14. From Completed to Viewed

    Change document status from Completed to Viewed manually

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Placeholder for a field : Ev2

    Divide placeholder for a field in Editor 2.0 as it is in Editor 1.0 (Title and Name).

    4 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Autoassigning recipients to roles in CRM integrations

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Ability to set variable values for several documents

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Cross-site tracking

    Allow integrations (Hubspot in particular) work without enabling cross-site tracking.

    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  19. Shift + Paste to paste without formatting (same as google docs)

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Editor 2.0: Tokens pre-fill from Salesforce into Pricing Table

    Pricing Table: Predefined tokens (#2 need)
    Pricing Tables are the main reason we use PD, so the tokens that pre-fill from SF is information can't be lost.

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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