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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7353 results found

  1. Ability to sort docs in the Inbox tab

    9 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  2. The possibility to save PDF's in RGB instead of CMYK

    I get complaints from our branding department, that the PandaDoc PDF's are saved in cmyk in stead of rgb.
    Which means the colors don't match with our other documents and website

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Copper link to deal ev2

    20 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  4. remove Document value for a workspace

    4 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  5. sending a document out only after a payment is submitted

    sending a document out only after a payment is submitted

    2 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  6. Map document value to a deal value token using a CRM integration

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. PandaDoc Salesforce Integration Error message for invalid emails

    PandaDoc Salesforce Integration sends an error message for invalid emails

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  8. Autotask

    integration with Autotask

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Images in WS list

    Make images in the ws list look beautiful.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. Edit documents withour resetting document analytics

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  11. add Facebook pixel to PandaDoc

    add Facebook pixel to PandaDoc

    6 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  12. The ability to integrate with the order management software to use it as contract repository

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. Searching a contact within the Contacts tab by postal code/phone number/street address

    Searching a contact within the Contacts tab by postal code/phone number/street address

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Swiping a card

    Basically we're looking for an opportunity to use PandaDoc for our on-site final paperwork so we can collect payment at the end of the service. Swiping a card has a smaller processing fee than keying it in directly, so if we had the option to swipe a card instead of key it in, we would want to use that.

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  15. Export/Back Up/Download Image library

    7 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  16. Remove X sent you the document from the email.

    Remove X sent you the document from the email.

    7 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  17. Add Document sent trigger event in Zapier

    1 vote

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  18. Support SMTP servers

    I don't know if this is something Microsoft is doing, but it appears this way - I think Outlook recognises that the "from" address of the person sending the email is different from emails previously received from that person.

    Can you please investigate, or suggest some ways to stop this from happening? For example, can we use our own Outlook SMTP server?

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. placeholder for checkbox field

    Placeholder for checkbox field.

    16 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Option to resize the workspace icon

    Option to resize the workspace icon

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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