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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6797 results found

  1. Ability to copy an image from Excel and add it to the image block

    Having the ability to copy an image from Excel and add it to the image block without heavily impacting image quality.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  2. Import Form Selections from CSV Upload

    If there was a way to upload the selections for multiple choice fields in forms rather than manually upload — we have one form with a ton of listings that have to be manually added & removed - being able to import a CSV list would be helpful.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  3. Duplicate document within PandaDoc panel/widget in Salesforce

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  4. MS Dynamics: automatic template selection based on data fields

    Option to select proper template automatically in MS Dynamics based on the data fields selection in the Opportunity (without having manually select the template)

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  5. Zapier action - create a document in PandaDoc via PDF upload

    create a document in PandaDoc via PDF upload

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  6. manually change document status - viewed to paid

    option to manually change document status - viewed to paid

    9 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Ability to remove entire recipient groups

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. Option to summarize values passed to variables and display as another variable

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Option to attach mp3 file to the document

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Option to pass a value to the 'Additional Multiplier' column in the pricing table when creating a document from Zapier

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  11. HubSpot 2-way sync: Update Contact properties when the document status changes

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  12. Custom Role: ability to create documents only from shared templates in document wizard

    Custom role permission:
    I would like the user to ONLY be able to create a document from a shared template in document wizard, but not access the templates page.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  13. Option to switch off "Collaborator requests access" notification for Admin users

    Option to switch off "Collaborator requests access" notification for Admin users.

    7 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Create a document from a template within Microsoft teams integration

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. Redirect recipient to a custom URL upon completion based on certain conditions.

    Redirect recipient to a custom URL upon completion based on certain conditions.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Embedded form: hide the section on the top of the form that displays a recipient's email address

    Embedded form: hide the section on the top of the form that displays a recipient's email address

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  17. Option for the recipient to edit the tax column in the quote builder

    Option for the recipient to edit the tax column in the quote builder

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  18. Option to remove PDF page break to download the page as a whole

    Option to remove PDF page break to download the page as a whole

    14 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  19. eVault

    Customer is needing to integrate with an eVault solution as they are in the financial industry and their customers require them to work with one. At this time we do not have a native integration or work with any eVault solutions. Even though we have an open API, eVault companies typically don't have a open API as their goal is to remain protected so they are closed. This deal itself is worth $40k-80k ARR currently and are probably going to lose it because of this reason. I'm sure there are others we have lost as well. This is a huge…

    9 votes

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    1 comment  ·  API  ·  Admin →
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  20. Ability to customize button placement within document level

    i.e the ability to change where certain buttons are placed like the download/print button.

    3 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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