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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7365 results found

  1. PandaDoc Dashboard in CRM

    Having PandaDoc Dashboard in Hubspot, for example from Contacts/Companies tab

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  2. [Reporting] Ability to export just the LIST of completed documents. Option to export a report of all the completed documents in CSV format.

    Ability to export just the LIST of completed documents.

    13 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  3. The ability to change text sizing and font throughout the document all at once without using a theme

    Without having to use a theme to do so.

    10 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  4. Advanced formatting for the fillable text field: text formatting in fields

    Format the fillable text field with bullet points, numbering, bold/italic/underline text. Basically the same options available for a text block so recipients can list bullet points, bold, etc.

    66 votes

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    7 comments  ·  Content Editing & Design  ·  Admin →
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  5. Add text field that are previously filled with the information. These fields appear once the circumstance is chosen

    Add text field that are previously filled with the information. These fields appear once the circumstance is chosen

    https://pandadoc.zendesk.com/agent/tickets/366178

    1 vote

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  6. sign in just with Google only

    sign in just with Google only

    3 votes

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    In Development  ·  0 comments  ·  Integrations  ·  Admin →
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  7. Route notifications to another person: notify someone (not a document owner/participant) that the document signed [Workaround in comments]

    route notifications to another person

    8 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. Ability to change the font on fillable fields like text fields, radio buttons, and dropdowns

    Ability to change the font on fillable fields like text fields, radio buttons, and dropdowns.

    10 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. creating documents in Pipedrive without pre-assigning recipients from a deal

    ability of creating documents in Pipedrive without pre-assigning recipients from a dea

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. ability to edit margin

    ability to edit margin

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. text next to radio buttons

    Ability to have a text field attached next to radio buttons.

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. documents created via API to be visible in Panda doc custom lightning page.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  13. Ability to restrict access to certain templates with password.

    Ability to restrict access to certain templates with password.

    16 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  14. create a panda doc document in salesforce via code through click

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  15. change password using Pandadoc mobile

    change password using Pandadoc mobile

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  16. Report on Pricing Table line items details (like SKU number)

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. The ability for a document approver to receive notifications when a document is signed.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  18. word wrap options once added in the radio button field

    word wrap options once added in the radio button field

    8 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  19. Wise

    possibility to integrate Wise (payment method) to Pandadoc

    16 votes

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    2 comments  ·  Integrations  ·  Admin →
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  20. Print or Download a Single Document in a Document Bundle

    The ability to download or print a single document in a bundle. Sometimes, I need to just edit and print one document, but have to wait for the system to process the entire bundle.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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