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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7359 results found

  1. Change the height of a drop down field

    At the moment by hovering it is possible to change only the width

    1 vote

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. use pictures for the background of text blocks

    use pictures for pandadoc for the background for text block

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Dacast.com

    Video integration with Dacast.com

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Add possibility to record video messages like get accept

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  5. 🧠 Collapsable Fields 🧠

    Sometimes large information fields are unnecessary to display and can cause recipient overwhelm we viewing the document i.e. terms and conditions, images.
    Can a feature like collapsable fields be considered?
    A heading, which can still appear in your document contents has an icon where a hidden field of information can be expanded or collapsed

    1 vote

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Remove the "most recently used" templates option in Salesforce

    This is about we get to the Templates page in Salesforce to select the document. Employees are supposed to select the templates from the folders below. OH DEAR GOD! PLEASE let me remove the white "most recently used" icons. It confuses the heck out of everybody and they consistently choose the white page icons rather than the folders below in spite of how many times I tell them. Every new employee also consistently blunders this step. "Complexity is the enemy of execution," and this has certainly been an enemy. Please help.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. Search by folder names: Ability to directly search for document folders rather than simply the title of a document

    8 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  8. Link a document to Organization, People in Pipedrive

    well, I have a few documents already created independently in Panda that I want to link now to pipedrive persons

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. [Reporting] Ability to export documents data (document name, status, date, value and owner ) into CSV or Excel file

    10 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Save alignment for content blocks added to Content Library

    I just want to ask if we can merge 2 columns and make it a group and that group can be save as content library? Do you have feature like this?

    6 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  11. split the pricing table cost into 2 document values

    split the pricing table cost into 2 document values

    3 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. Create a link to a new draft of a form

    1 vote

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  13. Display uploaded files in PDF

    Display uploaded files in the PDF ev1

    15 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  14. Set multiline text settings for fields in bulk

    Set multiline text settings for fields in bulk

    5 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  15. Support Private API

    Support Private API

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  16. Typeform

    Customer wants to integrate Typeform with PandaDoc to prefill a document with values.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles

    Allow more than the Account Owner to create custom roles and workspaces. This creates a bottleneck, especially at initial onboarding or when need to add new teams to PandaDoc.

    21 votes

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    Idea  ·  3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Additional notification settings for recipients

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Pipedrive - integration selects a template based on custom fields data in Pipedrive and fills them in in PandaDoc

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. API Strongly typed language

    API Strongly typed language

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
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