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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7365 results found

  1. Ability to set an automation that will pre-select certain templates depending on the information that certain fields within Salesforce objects are populated with.

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  2. Option to edit a document that will take effect on all sent documents.

    • will allow the user to edit specific document that will also take effect on same sent docuiments
    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  3. How can I set Pandadoc in order to pull the deal creator phone from Pipedrive?

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. 4 votes

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  5. Being able to upload the source doc and define the fields via page number and x,y coordinate values would be useful.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  6. Document menu:
    View and make attachments + uploaded documents (wet signature) clickable from the document menu.

    2 votes

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  7. Ability for headers/footers and Table of Contents adhere to the document Design Theme

    7 votes

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  8. add text to the price column in the pricing table like: To be determined instead of the price

    https://pandadoc.zendesk.com/agent/tickets/371750

    6 votes

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  9. Option to have the signer read the document before signing

    • will allow the sender to have the signer to read all of the pages or specific pages before signing in
    10 votes

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    2 comments  ·  Other  ·  Admin →
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  10. Can we remove the limitation or increase the amount of characters available for headings in the Tables of contents?

    1 vote

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  11. is there a Wordpress integration for PandaDoc without third party plugins?

    5 votes

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  12. Keep comments after moving a document from sent to draft status.

    1 vote

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  13. 2 votes

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  14. 1 vote

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    0 comments  ·  API  ·  Admin →
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  15. 7 votes

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  16. We would like to specify "at least two members of an approver group" approve a document in the workflow (e.g., we have 4-5 trusted reviewers, we would like two to say yes vs. one). Right now, we have the same group created twice, but there's nothing stopping the same someone from approving twice.

    7 votes

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    1 comment  ·  Approvals  ·  Admin →
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  17. dynamically populate images on the document level from the "collect files" field

    6 votes

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  18. An integration with the creative app Milanote, allowing for documents to be shared into the Milanote app such that they're dynamic (ie. when you click on the document it takes you through to PandaDoc).

    1 vote

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  19. Content on one webpage is one page in the PDF file, it is not splitting for two or more pages

    https://pandadoc.zendesk.com/agent/tickets/369729

    3 votes

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  20. 1 vote

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    0 comments  ·  Other  ·  Admin →
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