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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6787 results found

  1. Attach PDFs to Accounts in Salesforce When Creating From Opp

    When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  2. mass check documents that are being sent out of bulk to know if any of them differ from the original template

    mass check documents that are being sent out of bulk to know if any of them differ from the original template

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Link list for the template

    The option to have just a list for every template where you just can see the links and the emails assigned to it, and create new links in that list. Because right now you always have to create a document ,have it loaded in front of your eyes though it is always the same and then create your link/email.

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. Add a message about a reminder's successful delivery

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. change recipients like in ev1 for ev2

    4 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  6. change color of font on recipients end for filling in fields

    change color of font on recipients end for filling in fields

    5 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  7. Save CL items as docx docs

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  8. EV2- Automatically show chatbox section upon opening the document

    1 vote

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  9. Java Script in the document

    The option to put Java Script into the document (to create a 3D image for example).

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Automatically update the number of seats

    Automatically update the number of seats according to the number of users. Specifically:
    *delete a seats when a user is deleted from all the workspaces (at the moment 15 Sept 2020 the seat is only automatically added when there are no spare seats and a user is invited)

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. Wizard Automation

    Wizard based document creation where documents are compiled based on pre-selected fields in SFDC.

    1 vote

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  12. Pass Deal Info From Hubspot Using Zapier

    Be able to pass deal information using Zapier and Hubspot

    3 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  13. Ability to limit font type options for signatures when recipients choose to type their signature

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  14. Be able to auto-complete the document on senders end upon sending it so they no longer have to finalize on their end.

    Customer's statement:
    Date, signature, textfields - as long as you have compelted these before sending the document and have applied the auto completion option, I no longer need to go back to the document and fill the said fields again

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Import product data from a .csv directly to a document or template.

    4 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  16. Fields usage reporting

    3 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  17. Automatic scroll for inline comments

    Would be nice it it automatically scrolled to where the inline comments were within the doc.

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. Going back to where the user was working in the Documents list rather than to the beginning of it

    1 vote

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  19. Easier document management for documents sent in bulk

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Text color and text font transfer from Catalog to Pricing table.

    Ability to transfer color from description in catalog to pricing table. Ability to change font in catalog. Editor 2.0.

    8 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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