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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4076 results found

  1. Automations: when a custom object reaches a specific stage in Salesforce, a PandaDoc document is automatically sent to the recipient

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  2. Label Table of Contents as Table of Contents, not the document title

    Current setting is for the title of the Table of Contents to pull from the Document title. The table of contents title should say Table of Contents or be editable.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Pipedrive: ability to turn off the file sync upon document completion

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  4. Date field: include hour and minute

    Option to setup formatting for date field that includes hours and minutes

    1 vote

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. Ability to merge forms together

    The ability to merge forms together into one form.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  6. Adjust the boldness/line thickness of a draw signature

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  7. Ability to sign more than 1 page with signature field in one go or click.

    Ability to sign more than 1 page with signature field in one go or click.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Adobe PDF

    Option to have an integration with Adobe PDF (similar to MS Word add-in)

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  9. Apply pricing table number of decimals to calculations also

    At the moment the "Number of decimals" pricing table influences only the way the number are displayed. The user also wants to be able to use this setting for the way the number are calculated in the pricing table.

    5 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  10. Do not add text blocks when uploading a .docx file, but keep document editable

    edit .docx files without using text blocks - after clicking "Convert document"

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  11. audit trail available on the signed document (not in the editor) within the signature field

    audit trail link or option within the signature field - before or after the recipient signs the field

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Ability to have an auto fill signature button.

    Ability to have an auto fill signature button.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. Automatically change created document title from completed form to include the field

    1 vote

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    2 comments  ·  Forms  ·  Admin →
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  14. Role for Recipient Approver

    Have a role for the recipient to be setup as the Approver. This way we will be able to send the document to an approver on the recipient side, and then allow the approver to forward the document to a different recipient who can sign on behalf of the recipient.

    7 votes

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    1 comment  ·  Approvals  ·  Admin →
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  15. Automations: change document status to Declined if a recipient did not sign before expiration

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  16. Update close date in Hubspot to reflect the updated Stage to Close Won

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  17. Restrictions on Smart Content Block

    Restrict users from adding more than one Condition within the Smart Content Block.

    4 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  18. Ability to restore old catalog pricing.

    Ability to restore old catalog pricing.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  19. Make the notification "You''ll be charged for any new user you add" more visible.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  20. Option to exclude certain templates from the “Change Opportunity Status” Trigger

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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