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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7683 results found

  1. Search by folder names: Ability to directly search for document folders rather than simply the title of a document

    8 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  2. [Reporting] Ability to export documents data (document name, status, date, value and owner ) into CSV or Excel file

    10 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Save alignment for content blocks added to Content Library

    I just want to ask if we can merge 2 columns and make it a group and that group can be save as content library? Do you have feature like this?

    6 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  4. Different products from Pipedrive into different pricing tables

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. split the pricing table cost into 2 document values

    split the pricing table cost into 2 document values

    3 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Create a link to a new draft of a form

    1 vote

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  7. Display uploaded files in PDF

    Display uploaded files in the PDF ev1

    15 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  8. 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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  9. 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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  10. Support Private API

    Support Private API

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  11. 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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  12. Additional notification settings for recipients

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. 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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  14. API Strongly typed language

    API Strongly typed language

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  15. 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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  16. Sends doc automatically after the user sign

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  17. 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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  18. 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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  19. 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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  20. 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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