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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6986 results found

  1. 1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  2. 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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  3. 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. 5 votes

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  5. alphabetize CLIs when adding them to a template/document

    1 vote

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  6. 1 vote

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

    6 votes

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  9. 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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  10. 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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  11. 5 votes

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

    2 votes

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  14. 3 votes

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  15. Integration with InfusionSoft / Keap

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. 6 votes

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  17. 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. 7 votes

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  19. 2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  20. 5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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