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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7570 results found

  1. Grouped variables

    replace a particular variable from all my templates all at once

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  2. No. of Rejected Document will show up in Dash and in Reporting

    No. of Rejected Document will show up in Dash and in Reporting

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. Participants tokens to be passed from Pipedrive

    (info about participants linked to a deal object, for instance)

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  4. Channel quote / Pricing

    We have a customer that does strictly channel quotes. So they need to have the product list price, sales price, a discount AND a reseller margin (additional discount). Please see NSP Pricing Sample

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. To pull in a CRM field value as document value: populate Document Value from CRM integration

    Make Document.Value to populate from integration/API directly.

    5 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  6. hanging indents for footnotes

    Hanging Indents for footnotes

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Restrict page deletion

    Restrict non-admins from being able to delete a page in a document. Or have this as an option for custom roles.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. backdate approval

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  9. Add workspace user, but bill separately

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Split lines on Zapier

    Zapier currently pulls recipient info from pandadoc onto the same line making it impossible to use data from an individual recipient

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. negative margin in pdf

    Content with Negative Margins shows up in a pdf, instead of being absent.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Cisco WebEx

    Integration with Cisco WebEx

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  13. About Send Document

    Create Subject and Message Based on User Role
    like I have two roles i need to send different message and subject

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  14. Password change notification.

    Password change notification.

    2 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  15. TAGS are not pass over using Zapier

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. Pull PD analytics back to HubSpot

    For the hubspot + panda integration, can we create workflows in hubspot based on actions taken in a panda document. For instance, with the analytics feature (page views, clicks, etc.), do you know if that can be reported back into hubspot to trigger another email? I wasn’t sure if that data was reported into hubspot as well or if that only lives in the Panda platform.

    9 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  17. Sliders

    Sliders to adjust tokens and documetn value

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Reminders that can be sent to non-signers

    Manually send a reminder/follow-up if someone says they didn’t get an email when they aren’t assigned to a field.

    10 votes

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    3 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Mirror custom product orders from SFDC in Pricing Table

    Mirror custom product order when synced to PD Pricing table.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  20. Collaborate on Content Library Items (inline commenting and chat on Content Library items)

    Allow users to invite Collaborators, do inline commenting, and chat, on Content Library items

    9 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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