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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6901 results found

  1. Undo Option on Pricing Table

    An option to Undo an action when editing Pricing Table on Editor 2.0.

    3 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  2. SFDC. If a lead is converted to an opportunity link all documents in this lead to the new opportunity also.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Save all the third-party signatures properties

    When a PDF with a third-party signature is uploaded to PandaDoc, this signature loses it's properties and, I assume, legality. So when you download this doc from PandaDoc, you need to re-sign it in a third-party tool, if the PandaDoc signature is not appropriate for you for legal reasons.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Access contacts list on mobile app

    2 votes

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    Idea  ·  1 comment  ·  Mobile  ·  Admin →
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  5. Pass product code automatically from Pipedrive

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. PDF. Ability to remove underlines for hyperlinks in downloaded documents.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Line form in PDF : automatic recognition

    Recognizing line form in PDF (when you have a questionary with simple rows in a table) and assigning field automatically (Ev2).

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  8. Notification if the document is deleted

    A way to get emailed if a documented is deleted.

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. auto-refresh editor after clicking 'finish' when sending a document to yourself

    auto-refresh editor after clicking 'finish' when sending a document to yourself

    1 vote

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  10. Pull data from a template to a content library item with the help of tokens

    I have a "general" template with my pricing table, and I add a library item in which I need to add the total price in a text. I'd like to add [pricingtable.total] token in the text of the content library item and populate the pricing table total from this 'general template'.

    2 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  11. New comment notification icon on documents viewable from the document list

    An icon or flag that will appear next to the document status when viewing the document list to be notified when new comments have been posted.

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. write back document status in a list view in dynamics

    write back document status in a list view in dynamics

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. Multiple-page document view format

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  14. pass fields information from one template to another

    1 vote

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  15. Stop Stripe from flagging accounts that are initiating payment via API

    1 vote

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  16. [Mobile] Adding Ev2 items from the content library to the Ev2 template

    2 votes

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  17. Sort contant library items alphabetically (when editing a doc)

    2 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  18. Let Members view docs in which they are recipients

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. HBSC account direct payment

    Make payments go to HSBC account directly instead of going through PayPal or Stripe.

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  20. [Bulk action] Ability to change sequence of multiple templates at once

    2 votes

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