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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6560 results found

  1. Pull information across different record types

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Accept Button before signing

    Button accept before signing the document from the clients' side.

    2 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  3. Document versions

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  4. Require approval in order to manually change doc status to complete

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  5. Ability to push Price Lines from XRM as Base vs Optional

    Ability to push Price Lines from MS Dynamics as Base Item vs Optional Item

    1 vote

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  6. Changes made to expiration/ reminder settings in WS Settings affect all documents and templates (including those created before the change)

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. Undo Option on Pricing Table

    An option to Undo an action when editing Pricing Table on Editor 2.0.

    3 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  8. SFDC. If a lead is converted to an opportunity link all documents in this lead to the new opportunity also.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Save all the third-party signatures properties

    When a PDF with a third-party signature is uploaded to PandaDoc, this signature loses it's properties and, I assume, legality. So when you download this doc from PandaDoc, you need to re-sign it in a third-party tool, if the PandaDoc signature is not appropriate for you for legal reasons.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Access contacts list on mobile app

    2 votes

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    Idea  ·  1 comment  ·  Mobile  ·  Admin →
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  11. Pass product code automatically from Pipedrive

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. 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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  13. 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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  14. Notification if the document is deleted

    A way to get emailed if a documented is deleted.

    2 votes

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  15. 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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  16. 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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  17. 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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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Multiple-page document view format

    1 vote

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

    1 vote

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

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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