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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7481 results found

  1. Skip cover page for page numbering

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

    19 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  2. 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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  3. Support Private API

    Support Private API

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  4. 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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  5. 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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  6. Additional notification settings for recipients

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. 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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  8. API Strongly typed language

    API Strongly typed language

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  9. Automatically send a document once a checkbox is clicked in another document

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Sends doc automatically after the user sign

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  11. [Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc

    Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.

    17 votes

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    Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Admin →
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  12. Select default template to use within CRM / Choose which templates will show through PandaDoc iframe in CRM

    Customer wants to pre-select template to an oppurtunity so she doesn't need to select the template many times to create a document from an Oppurtunity in Salesforce

    17 votes

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    Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Admin →
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  13. Export recipient's emails by filtering document status

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  14. 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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  15. 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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  16. 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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  17. 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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  18. Wrike

    Integration with Wrike

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  19. 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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  20. [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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