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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7034 results found

  1. add contacts to multiple workspaces in one go

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  2. to add signature in mass

    1 vote

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  3. Freshsales Form

    Integration with Freshsales Form.

    1 vote

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  4. Automatic role transfer

    The possibility to transfer the role with the content (if we add pages from template to CL for example).

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  5. resize textfield to make smaller in ev2

    resize textfield to make smaller in ev2

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  6. Mass duplicate

    Mass duplicate documents. Checkboxes dont work for this user

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Increase the document sequence by more than 1

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Pull information across different record types

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Accept Button before signing

    Button accept before signing the document from the clients' side.

    2 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  10. Document versions

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  11. Require approval in order to manually change doc status to complete

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  12. Ability to push Price Lines from XRM as Base vs Optional

    Ability to push Price Lines from MS Dynamics as Base Item vs Optional Item

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. Changes made to expiration/ reminder settings in WS Settings affect all documents and templates (including those created before the change)

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. 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  ·  Quote Builder & Pricing table  ·  Admin →
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  15. 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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  16. 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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  17. Access contacts list on mobile app

    2 votes

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

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. 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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  20. 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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