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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7029 results found

  1. Docusigns ability to create custom drop-down field block in editor

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Separate branding on a template/document level

    should be possible to define an indiviudal branding per document/ on a template level

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Place a page break inside a text block

    Allow a user to customize or cut a whole text block on desired segments.

    25 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Specify different amount for different payment methods and restrict client from paying with a method different from selection

    IF users selects to pay via ACH - they should pay one amount
    IF users selects to pay with credit card -another amount

    6 votes

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    0 comments  ·  Payments  ·  Admin →
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  5. Financial Force

    Integration with Financial Force

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. Salesforce Marketing Cloud

    Salesforce Marketing Cloud integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. Ability to choose the language according to the recipient.

    Ability to choose the language according to the recipient.

    8 votes

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    2 comments  ·  Localization  ·  Admin →
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  8. Use Ticket object to create docs from Hubspot

    Should be possible to use ticket object to create docs from Hubspot

    18 votes

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    5 comments  ·  Integrations - HubSpot  ·  Admin →
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  9. More particular chat functionality ie: ability to chat on on section vs inline commenting

    Customer would like the ability to have chat functionality but perhaps on one page or section. Similar to the inline commenting, however in order to inline comment, you have to suggest a change or correction to the document. Inline commenting without the correction to document would be acceptable as well and perhaps easier fix.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Refresh Pricing table and Data with MS Dynamics

    Andrew at Brainstorm would like to have the ability to refresh pricing table and data with PandaDoc Documents hosted in their CRM MS Dynamics.

    4 votes

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  11. [Document.Version] variable.

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Put "Submit Product Idea" button to the Top panel on ap.pandadoc.com

    Put "Submit Product Idea" button to the Top panel on ap.pandadoc.com

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  13. MD-Staff

    MD-Staff integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  14. Certificate that complies with EU applying Regulation (EU) 910/2014.

    Ability to change the certificate so it's from qualified trust service provider according to EU applying Regulation (EU) 910/2014.

    2 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  15. Change Email Title API

    Change the title of an email using API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  16. Ability to hide amount from Clients, Once the document is signed the Sender will receive the document with revealed amount

    Ability to hide amount from Clients, Once the document is signed the Sender will receive the document with revealed amount

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  17. Wire Transfer and pass the 4% charges to the Customer

    Wire Transfer and pass the 4% charges to the Customer

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. Add permission option to "View Team Page" without the ability to edit users' roles or licenses

    Only the account owner on our team is able to see (i) all of the users in our workspace, (ii) what roles and licenses they have.

    Given this, we think it would be great to have a "view-only" option for the team page to see who all is onboarded on our workspace and what their roles / licenses are. This option would not allow us to edit the users in any way.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. Table of Contents Wrapping Text Wrap Text

    Customer would like to see table of contents wrapping the text so that table of content shows full text.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. ability to pass more than one Salesforce related list into pricing table

    currently you can only pass one related list for pricing tables at a time

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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