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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7256 results found

  1. decrease the ident in the second level of a numbered list without decreasing the level of the list at a time.

    decrease the ident in the second level of a numbered list without decreasing the level of the list at a time.

    To have this:
    1. Level
    I.Level 1.1

    https://pandadoc.zendesk.com/agent/tickets/429771

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  2. Payment integration: Elepay

    Add Elepay integration

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  3. Revolut payment gateway

    Adding Revolut payment gateway to PandaDoc's integration.

    5 votes

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    0 comments  ·  Integrations  ·  Admin →
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  4. Send a recipient link via Zapier as a reminder notification from Hubspot

    send reminder via Zapier when the HubSpot in Zap

    https://pandadoc.zendesk.com/agent/tickets/431431

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  5. Setting the password protection through the API within PandaDoc

    1 vote

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    0 comments  ·  API  ·  Admin →
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  6. Pricing table: separate design option for total sections (adjust design for totals individually)

    The ability to change the font color, style, size of the pricing table numerical values and totals individually.

    55 votes

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    6 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. add collaborators via mobile app

    add collaborators via mobile app

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  8. upload csv files with Additional Multiplier values

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Show Workspace ID in document details endpoint

    Show workspace ID to the response of Get document details call

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. Several API keys for a single workspace

    The ability to generate a few or more API keys for a single workspace.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  11. add tags to multiple documents

    adding tags to multiple documents

    13 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  12. Google Analytics

    Google analytics integration.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. Multi-team approval workflow

    As a second request, I’d love to have multiple approval workflows with ability to send back 1 level and not back to the start of the approval process. For instance, if 1 group is accountable for wording, 1 for legal and 1 for pricing. I don’t want someone adjusting pricing to require everything to start from the beginning again.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  14. add a document value custom amount to the template on PandaDoc mobile app

    add a document value custom amount to the template on PandaDoc mobile app

    When I use a template on a mobile device to create a document, there seems to be no option to input the custom amount I wanted to collect for payment. On the web version I click the currency value top left, but I can't see this on the app

    https://pandadoc.zendesk.com/agent/tickets/430186

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Automatic grid blue lines for content blocks

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Google Sheets: follow custom page breaks

    In case Google spreadsheet has custom page breaks, after uploading it to PandaDoc, the page breaks should be saved.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  17. Ability to automatically hide variables without a value when used in Smart Content

    It would be useful to be able to utilize Smart Content to be able to hide variables that have no value / are blank.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Blank page does NOT appear when using smart content with multiple pages.

    Smart content: A blank page is added when CLI with multiple, uploaded pages is used. It is preferred that the blank page does NOT appear when using smart content.

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Form link: check how many views

    Option to check how many views the Form link has (without reponses).

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  20. Make fields required internally (to require users to upload documents)

    When users outside of Admin/Owner are creating documents allow a way for the admin to require users to upload specific details and information.

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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