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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7155 results found

  1. Update the existing template with the uploading doc file: Replace source file with DOCX

    Update the existing template with the uploading doc file.

    https://pandadoc.zendesk.com/agent/tickets/381547

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  2. The ability to see which user moved a folder in the documents/templates section. / track account user actions in the app

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Recipients can hide or show selected text block in a document (make is expandable)

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  4. Forwarding two signatures to different signatories

    An ability to forward only one out of two signatures when 2 signatures are required on behalf of one part and only one signatory name is known.

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  5. To disable the language selection when creating PD documents via API and embedding an iframe with the document on a website page.

    4 votes

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    0 comments  ·  API  ·  Admin →
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  6. Option to change the document owner once a document is generated from CRM

    Option to change the document owner once a document is generated from CRM.

    • Will allow the creator of the account to choose the owner of the document once creted from CRM
    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  7. Move documents to folders based on status: ability to set a default Documents tab view and transfer documents into folders

    6 votes

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    1 comment  ·  Automations  ·  Admin →
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  8. Remove logo from branding entirely within a workspace

    6 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. The ability to separate documents in a bundle to be totally separate document.

    Remove a document from a bundle and make it a totally separate document without having to use the content library.

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Notion

    Notion integration

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. create a pricing table with rows from scratch using the API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  12. the PandaDoc Document to be sent to the contact related to this quote and also the contact roles linked to the opportunity.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. Automated workflow in Hubspot based on variables (see the description for more details)

    "We need to send an offer to the clients in the workflows (Currently we are using an automated email but we require that this email be a document with a digital signature. Within this document, we need the document to read variables that exist in the business and in the contact ( workflow 2) once the client signs or responds to the document a variable is written in Hubspot to continue the workflow"

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  14. Ability to export list of all the folders and files within the app, export folders tree.

    1 vote

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  15. Borders Overlapping Images in PDF

    When I PDF my quote that has borders and images, the image and borders overlap. Doesn't look very nice. Also, page breaks have not been figured out with multiple pages using a pricing table. leaves an empty row at the bottom of the page. I can't upload photos because this forum will not let me.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  16. Ability in Quickbooks integration to reroute it to "Sales" so QB knows when a customer has paid a deposit.

    Ability in Quickbooks integration, instead of automatically creating a product/service line in QB if the document name is not found, reroute it to "Sales" so QB knows when a customer has paid a deposit.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  17. Export comments/suggestions to Excell or Google Sheets

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  18. Different permissions for collaborators for the specific document's parts

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Editing signing order from the Send document window

    The option to edit signing order from the Send document window.

    6 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  20. Be able to insert a catalog item into a specific column

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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