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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7431 results found

  1. More role variables (to pass from a HubSpot deal)

    The feature request is to create more role variables / fields in "Contacts" since the client needs to pass more data from Hubspot contacts linked to a deal

    3 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  2. ability to see who from team members opened a document

    ability to see who from team members opened a document

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. option to import files with 2byte characters

    ability to import files containing 2byte characters without losing the 2byte characters after the upload (now they are placed simply as empty boxes )

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Ability to draw on the document/template

    9 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  5. the name of the document created from an opportunity in Salesforce includes the template name + the opportunity name

    Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/39804400

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  6. Declined Document Notifications

    notifications should be sent to everyone who was signed/received the document

    9 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. Wrike

    Integration with Wrike

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  8. Add Section wherever in the Pricing table

    Add Sections to the middle of the pricing table when it's already been created.

    2 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. [Bulk Action] Bulk Export Document Details Using API

    We are trying to call the document list API and then use the document IDs to fetch all the document information (Document details API) and store it in snowflake.

    But as document details API only responds with only one document details, Exporting details for all the documents is very time-consuming even with parallel API calls. Hence a Bulk API export will be helpful.

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  10. Video Analytics

    Access to better video analytics like being able to see how many minutes people spend looking at videos and how many times they've viewed it, etc.

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. save initials in the account like signatures

    save initials in the account like signatures

    11 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. Adding description of tags

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  13. API: More information to pass

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  14. Quantity total in a pricing table

    6 votes

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    Idea  ·  2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Pass files from SalesForce files to PandaDoc

    Pass files from SalesForce attached files to PandaDoc document as attached files

    12 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  16. Video autoplaying.

    Video autoplaying (without a need to press on it)

    7 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Skip cover page for page numbering

    Page numbering in PDF starts from the first page, not with the cover page

    18 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Change old private comment to public

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. Filter document by year

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  20. 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?

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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