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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7439 results found

  1. Pull information from changed library item to existing document

    once CLI is changed, it will change info in the documents where this CLI was added.

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  2. Drop-down field to select several options

    Drop-down field with the possibility of selecting several options.

    19 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Editor fields navigation

    Allow to navigate through the fields in document draft/templ

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Salesforce Mobile App Capability

    Be able to use the Salesforce integration using mobile apps.

    44 votes

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    4 comments  ·  Integrations  ·  Admin →
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  5. Lock Signing Order

    Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.

    13 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  6. PandaDoc in Romanian

    5 votes

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    0 comments  ·  Localization  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Recipient view localization.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  7. Flatten PDFs before the upload

    If the PDF is not flattened, some content can be missed after upload

    20 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  8. 2 way sync Zoho

    2 way sync with Zoho CRM

    46 votes

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    6 comments  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  9. PO make out of a proposal once it is completed

    When a proposal is completed need to make a PO from there to place an order with a vendor

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. automatically change the values coming from SFDC to the pricing table (e.g abbreviations)

    we should be able to automatically change the name of the SF products in the pricing tables. For example if we have a product called EC in SF can we have it displayed as Employee compliance in the pricing table when this is pulled in

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Option to send completed pdf copy to one recipient only

    3 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. Default custom theme for Ev2

    Default theme for Ev2 in Settings.

    6 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  13. [Bulk action] Change Status of Multiple Documents at Once

    Be able to change the status of multiple documents at once.

    43 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. A set of special symbols inside Pandadoc to use

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Allow to edit files shared between workspaces

    Edit shared via different workspaces files

    5 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. Pass line item description formatting from SFDC

    Pass the complex line item description formatting from Salesforce to PandaDoc

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  17. Improve performance for docs with many fields

    Make the

    2 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  18. SugarCRM two-way sync

    SugarCRM two-way sync

    3 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. SFDC visibility across workspaces

    The ability to enable SFDC integration to all workspaces at the same time

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  20. ev2 wrap text and make text smaller when recipients add long responses to text fields

    ev2 wrap text and make text smaller when recipients add long responses to text fields

    17 votes

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    Idea  ·  2 comments  ·  Usability Improvements  ·  Admin →
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