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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7199 results found

  1. On-Premises hosting

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  2. Removing fields when a role is removed or unassigned / remove fields in bulk

    When a role is removed in PandaDoc Classic Editor, remove the fields that have been assigned to that role as well.

    14 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Avoid the verification process with micro deposit for ACH transactions

    The verification of the ACH transaction would most likely be a pain point for most of our customers. It would likely even further slow down the payment for us.

    12 votes

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    Idea  ·  5 comments  ·  Quote to Cash  ·  Admin →
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  4. HubSpot" Automatically import / Sync PandaDoc contacts with HubSpot Contacts

    13 votes

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    Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Admin →
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  5. Link to CRM Insightly

    Insightly: update document with the details from CRM.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. be able to split the document into parts after completion

    be able to split the document into parts after completion

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Include products in Link to Opportunity - Pipedrive

    Ability to sync updated products from Pipedrive Opportunity to Pricing table when something changes.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. [Hubspot] turn off the auto-CC of a recipient for documents created in Hubspot

    12 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  9. Photo Slider

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Product variation Pipedrive EV2

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Recurly

    Native payment integration with Recurly that allows customer to pay in-app immediately after signing the deal.

    5 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  12. PandaDoc Style settings are applied to the text copied from another source

    Expand Text formatting options:
    - Don't transfer text formatting when the text is copied from an external resource
    - PandaDoc Style settings are applied to the text copied from another source

    12 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  13. Automatic backup

    Automatic backup of documents and statistics.

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  14. A variable gets a capital letter if it's at the beginning of a sentence

    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Viewed Notifications Emails from Client Views Only

    Viewed Notifications Emails from Client Views Only

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. Georgian localization

    Add Georgian as supported language

    1 vote

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  17. Bulk upload from Google Drive

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Word document Text Sectioning

    Option to automatically put sections of an uploaded word document into different text blocks after uploading.

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Payment gateway for Converge Pay processed by Elavon

    Payment gateway for Converge Pay processed by Elavon.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Integration with Redsys (payments)

    Redsys integration

    5 votes

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    Idea  ·  3 comments  ·  Quote to Cash  ·  Admin →
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