6986 results found
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ATS
Intergrations with ATS, (Paycor)
3 votes -
5 votes
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Improve PDF output
The PDF looks pretty good, but I always have to apologize for it when clients grab it, as the header and footer seem to cover up the content awkwardly.
13 votes -
Remove the "most recently used" templates option in Salesforce
This is about we get to the Templates page in Salesforce to select the document. Employees are supposed to select the templates from the folders below. OH DEAR GOD! PLEASE let me remove the white "most recently used" icons. It confuses the heck out of everybody and they consistently choose the white page icons rather than the folders below in spite of how many times I tell them. Every new employee also consistently blunders this step. "Complexity is the enemy of execution," and this has certainly been an enemy. Please help.
1 vote -
Add item / product to catalog directly from the pricing table
One nice feature of PayPal invoices was the ability to add/update the line you're working on directly to your product list on the fly.
13 votes -
Shopify Product sync
Would love to see the ability to pull product info from Shopify.
7 votes -
Ability to add the reference number on PandaDoc docs
Ability to add the reference numbers (like quotations (e.g citations) on Pandadoc docs
5 votes -
Add a search bar for the Inbox
It would be great to have a search function to make finding documents in the 'inbox' easier
16 votes -
Move more than one folder with document to another folder
It is only allowed to move one folder with docs to the another folder even though you tick a couple of folders
2 votes -
Set messages for Chat as Public by default
Public comments are available by default (for now, private comments come by default).
5 votes -
3 votes
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Gratitude/Tips on Invoices
We should always have the ability to add gratitude/tips to invoices.
Better to have the option there and available should anyone want to tip rather than not having it at all.
A workaround is an optional line item but that option is janky and I'm hoping for a proper 'Gratitude' option.Thanks for reading!
3 votes -
Forms - Variables passed in URL parms
Pass variables and field data as URL parmaters on the form URL.
9 votes -
transfer ownership of multiple documents/folder
transfer ownership of multiple documents/folder
42 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
Approval workflow in forms
Approval workflow in forms
32 votes -
automate the populations of data for a given contact into multiple forms (or templates) for that contact
automate the populations of data for a given contact into multiple forms (or templates) for that contact
11 votes -
Ability to set text alignment for a field (center or right align)
Want to have the ability to align the position of the text within the field.
It needs to work for any text entered by the signer.45 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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2 votes
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1 vote
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PipeDrive connection
The option to set up 1 PandaDoc user to several Pipedrive accounts.
20 votesHi 👋,
I’m Alex, the PM responsible for the Integration Ecosystem here at PandaDoc.
I’ve seen how much attention this idea has received, and I’d love to connect with you to explore whether some of the hypotheses we’ve developed could meet your needs and enhance the Pipedrive experience overall.
We’re deeply invested in making the PandaDoc + Pipedrive integration as powerful and seamless as possible, and we’ve got exciting updates in the works that I’d love to share with you.
Whenever you’re ready, feel free to drop me an email at alessio.ragni@pandadoc.com or, even better, schedule a meeting with me: https://calendar.app.google/pHa6Xud82oexdoyv6
Your input could make a real difference, and I’m eager to hear your ideas and work together to bring them to life.
Thanks so much, Alex
Product Manager – Integration Ecosystem
PandaDoc
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