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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7228 results found

  1. [Active Campaign] Add all the contacts related to the deal to the document created

    Add all the contacts that are related to the deal to the document and attach the newly created document under each contact in Active Campaign in PandaDoc Documents section.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. Option to embed a PandaDoc iframe onto a custom website to enable users to log into their accounts

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. Option to assign recipients to roles on a document level

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Publishing / editing / hold mode for a master template

    Publishing / editing / hold mode for a master template - ability to pull a template out of production to make edits, restrict users from using the template while editing the template, notify the users that the template is being edited, and a notification that the template has gone live when published again

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Auto-populate fields with Pipedrive data via API after linking to a deal.

    Auto-populate fields with Pipedrive data via API after linking to a deal:
    I am generating a document via API from a template, and linking the document to a pipedrive deal. However, the pipedrive merge fields in the template do not populate with the data from pipedrive. How do I get the data to autopopulate by linking the deal without having to pass each field to the template via the API.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  6. To have one product catalog that syncs with all of your workspaces and allows each product to be displayed in multiple currencies

    13 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Sign a document twice (or multiple times) with different dates on it

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  8. Reporting to display email delivery rate.

    Reporting to display email delivery rate.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. Option to auto-update the documents after updating the template

    Have the option to auto-update the documents after updating the template used to create those documents

    10 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  10. Hubspot automations: more options to trigger the 'update line items' task

    More options for the Document status that allow us to trigger the 'update line items' task for HubSpot. Similar to the options in the 'set deal stage' automation

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  11. PandaDoc <> Insightly: pre-assign the recipient

    I want to have the signers be automatically populated in theory respective roles on creation of the doc when I click the button and select the template without having to manually add each signer. I want this to populate based on a role or other field on the contact in Insightly. I want the sender/second signer to automatically populate from the owner of the opportunity.'

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  12. Document Bundles - Distinct merge fields per document section

    Ability to pass discint values for sections where the fields do not interact with other sections in the document bundle.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  13. Option add .webm file as a background image

    add .webm file as a background

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Ability to create reusable templates of fillable fields that can be layered on to documents

    Add feature to create templates of fillable fields layout that can be applied to templates or documents

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Automatic recipient language detection

    4 votes

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    1 comment  ·  Localization  ·  Admin →
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  16. Automations: Attach PDF to Zendesk sell when PandaDoc document status changed

    Option to have automations: Attach PDF to Zendesk sell when PandaDoc document status changed

    4 votes

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    1 comment  ·  Automations  ·  Admin →
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  17. Update Recurring Column in Quotes: CSV: Bulk

    The ability to bulk update the recurring column in quotes

    3 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Option to create expandable text blocks / Option to expand and collapse text blocks

    Option to make a text block expandable if the content is too large.

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Disable default roles from the workspace admin page

    Disable default roles from the workspace admin page so custom roles can't be created from them.

    7 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Home: waiting for others tab for all documents within workspace

    Option to have Waiting for others tab for all documents within workspace

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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