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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6879 results found

  1. Consider adding an option to disable the automatic numbering feature. This would allow users to manage their content without the automatic numbering interfering,

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  2. integration with coda.io

    2 votes

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  3. When a recipient clicks the product images in a pricing table or quote builder, it shows the actual image size. there should be an option to disable it, keep thumbnail views only.

    2 votes

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  4. The ability to edit the look of the iframe when using embedded links. For example, modify the fonts/color/and remove buttons so that the iframe matches the website it's embedded in.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. This feature would enable team members with Member roles to make necessary adjustments to templates, such as updating certain fields/blocks, without needing full editing access to the entire template.

    2 votes

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  6. Ability to show text in table's rows and cells based on the variables' values (see the screenshot below)

    2 votes

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  7. 3 votes

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  8. 4 votes

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  9. The customer has requested the ability to disable the field alignment bar when dragging and dropping fields.

    2 votes

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  10. Adding Mercury Bank as a payment gateway to PandaDoc's integration.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  11. to be able to upload an image or photo in the collect files fields using API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  12. There is currently an automation to send certain templates to different folders upon completion, but I would like to have a rule that allows us to set a "name contains" value and based on that criteria, send it to the corresponding folder.

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  13. Ability to drag and drop a Content Item into a text block.

    1 vote

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  14. The customer would like to hide or remove edit suggestions history from the recipient's view.

    2 votes

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  15. The customer would like the option for Salesforce to pass the variable values without including 'CAD' for the currency, displaying only the dollar ($) sign instead

    2 votes

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  16. Allow for integration between Zendesk Support and PD the capability of pre-assigning the recipients to the role when creating a document within Zendesk Support (EV2)

    1 vote

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  17. I would like to move a document from one folder to another folder based on the date. I would like to use this when a date field of the document equals today's date, then move the document from one folder to another.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  18. Customer would like to have the ability to share the document created from CRM directly from the actual document to the room.

    3 votes

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    0 comments  ·  Rooms  ·  Admin →
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  19. Does PandaDocs have a way to add a group, but allow the users to specifically select someone in that group to sent the template to.

    2 votes

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  20. The ability for recipients to view and download document versions. The feature would allow recipients to download a version of the document that highlights any amendments or changes made.

    2 votes

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