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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7271 results found

  1. The ability to change the default screen when creating a doc in Salesforce to Quick Access instead of My Templates

    To have the ability to change the default screen that pops up when creating a new doc in Salesforce, to 'Quick Access'. Currently, the default screen is 'My Templates'.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  2. Trainual

    Ability to integrate with Trainual

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  3. Pricing for adding seat on the website

    Customer would like the pricing information for adding a seat to be in the website.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. Signature certificate - capture additional information

    Customer would like to have an additional information captured in the signature certificate like MAC Address other than the IP address and email address

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. Recipient group in bulk send

    Option to use recipient groups when sending documents via bulk send

    1 vote

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    0 comments  ·  Esign & Notary  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  6. [Zendesk Support] pull values using Lookup Relationships.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. Catalogue vs Price books in SFDC

    In Salesforce you can create different price books, which may contain different products and/or the same products but at different prices, e.g., an academic price book and a commercial price book.

    How would we go about doing something similar in PandaDoc?

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  8. Import colors from Google

    Import colors from Google

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  9. Stripe: for all payment methods connected to a Stripe account to be available for document payers.

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  10. Catalog Changes Audit Trail

    I would like a way to determine who deleted a catalog item from our workspace. An audit log would be great to see what changes were made.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. Automatically change names of a selection of documents.

    Automatically change names of a selection of documents.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. An error message that shows if two correlating fields don't match

    not to be abled to fill the field if the data does not match with other field

    https://pandadoc.zendesk.com/agent/tickets/583678

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Increase the text field character more than 10,000

    • will allow the user to exceed the 10000 limit
    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Payment integration with Rotessa

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  15. PandaDoc module for BambooHR

    PandaDoc module for BambooHR

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. Disable Home

    Disable Home and keep only Team dashboard

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Conceal cents on document value variable

    Customer would like to have the choice to conceal the cents in the document value variable.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Template: Trash Bin

    Ability to restore templates

    8 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  19. Ability to send Salesforce related files as PandaDoc documents.

    Ability to send Salesforce related files as PandaDoc documents.

    1 vote

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  20. Option to upload a custom theme

    Ability to upload your own Custom Theme to the document.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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