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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7365 results found

  1. disable PandaDoc module in Hubspot object

    ability to disable PandaDoc module in Hubspot object so that users select the one and only correct object in Hubspot to create documents

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  2. The ability to change the price for an item in the pricing table without having to unhide the pricing column.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Items preview in the Content library (change content library item list view)

    Option to preview the image rather than seeing a title in the Content library (change how the items are displayed, now they are not visual)

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  4. FreshDesk

    integration with FreshDesk

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  5. Option to add recipient even the document status is completed

    Option to add recipient even the document status is completed

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Dynafile

    Integration with Dynafile

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  7. Permissions: would like to remove capability/cannot send a PD without being linked to an opportunity in Salesforce

    Goal: Drive better adoption
    Permissions: would like to remove capability/cannot send a PandaDoc without being linked to an opportunity in Salesforce

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Map Catalog Headers to Pricing Table Columns

    The headers in your catalog seem like they should match up with your pricing table columns. Which is obviously not the case, some do, some don't.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. variables for ordinary tables (dynamic tables)

    Dynamic tables/ is there a variable for table? where in I can specify number of rows and columns

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. saved message language, how can I change that to Dutch?

    saved message language, how can I change that to Dutch?

    1 vote

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    0 comments  ·  Localization  ·  Admin →
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  11. Be able to change the background color of text fields (not text blocks)

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  12. The ability to disable editing fields for recipients if the field has been pre-populated.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. Mobile/Web App will be able to complete a document when there are internet interruptions.

    Mobile/Web App will be able to complete a document when there are internet interruptions.

    1 vote

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    1 comment  ·  Usability Improvements  ·  Admin →
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  14. Transfer content between accounts: Option to transfer document /template/Library items to other account.

    Option to transfer document /template/Library items to other account.

    10 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  15. Add check box or radio buttons to trigger create and send document in Zapier based on the selected option. - patricia@kinterinsurance.com

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  16. upload pictures directly from phone to Pandadoc

    upload pictures created with my phone (using the app)

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  17. Add the same SKU for multiple catalog items

    5 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Presentation mode: hide selected pages

    Would like to hide certain pages from presentation mode

    3 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  19. Auto-update all documents and templates when a default theme in a workspace is changed.

    3 votes

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    1 comment  ·  Automations  ·  Admin →
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  20. Option to retain the values / info on fields once it is duplicated.

    Option to retain the info on fields once the document duplicated..

    • Will retain the value / info on fields when document is duplicated.
    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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