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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6986 results found

  1. The ability to customize the emails for approval workflow.

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  2. Adjust the subfolder view for long folder names

    Make folders within the PandaDoc with lengthy names display the full name/adjust the display column setting to fit in the full name

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. if-condition tokens / Pipedrive

    Make a "if-condition" for the tokens-variables from Pipedrive.
    An example would be:
    If [Deal.ContactPerson.Email] is Empty then some condition comes.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. The ability to create custom buttons inside PandaDoc documents.

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  5. alphabetize CLIs

    alphabetize CLIs when adding them to a template/document

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  6. The ability to pass the optional selections and quantity along with the multiple-choice via Data transfer to feature

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Receive invoices for accounts with Automatic collection method

    I'd like it to stay automatic but to get the invoices. Can this be resolved at one point?
    For now please leave it as is but I think this should be resolved as it creates a lot of headaches for our bookkeeping processes - it's a legal obligation here to collect and file all of the invoices.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. ability to search for those who have not signer /opened a document yet

    ability to search for those who have not signer /opened a document yet

    6 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Customer Specific Pricing

    Contact or customer number to associate them using certain pricing. Some customer have a different pricing model so it would be nice if there was a customer/contact number that would know to pull the pricing specific to them.

    2 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  10. Change opacity of the background of the text

    Customer stated:
    I have an image in the background, and i put a textblock on top of it. I was to make the text block stand out, so I added padding and make the background black. But I want the background of the text to have opacity..

    6 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  11. [HubSpot] The "Modified date" field in attached docs

    5 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  12. Generate pdf download error caused by the wrong image link

    Display the informative error message, when a document can't be downloaded because of the invalid image link in a document

    https://pandadoc.zendesk.com/agent/tickets/190452

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. Count all the templates/documents in folder (including subfolders)

    Be able to see the number of all documents/templates in the folder (including subfolders)

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Ability to specify what pages to download when downloading in mass

    3 votes

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  15. InfusionSoft / Keap

    Integration with InfusionSoft / Keap

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. Required Field Indicator to show what fields are required so you don't have to click through all of them

    6 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  17. Various Types of Bulk Send

    Multiple types of bulk-send features available to the customer, depending on what kind of document they are sending. Having tiered options for customers depending on the type of document sent. Similar to our API structure

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  18. convert pptx file types to editable content

    7 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  19. The ability to find the versions history in the copied version of the document

    2 votes

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  20. To be able to provide placeholders for checkboxes in Zapier. EV2

    5 votes

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