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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6609 results found

  1. The option to unlink and relink documents from all the SF objects.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Salesforce integration - Would like to deactivate the "create document" button in the iframe until the opportunity is approved in salesforce (not closed won). Once opp is approved, then the document creator has access to create and send the Pandadoc. Alternatively, allow document creation but restrict sending until opp is approved in salesforce. Customer does not want the document to be sent out at all (even internally) unless opp is approved first.

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  3. 29 votes

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  4. Video autoplaying (without a need to press on it)

    7 votes

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  5. Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce

    13 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  6. When someone "Decline" document with reason filled - how can i get this reason from API

    8 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  7. 41 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  8. add Facebook pixel to PandaDoc

    6 votes

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  9. 6 votes

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  10. i have items coming from the CRM to the pricing table that have 0.00 value
    I want to omit this to show blank

    4 votes

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  11. At the moment (July 24 2020) in EV 2.0 it's not possible to change the font size and font family in catalog item description and there is no ANY text formatting for catalog item "Name". So the request is to implement text formatting for "Name" and ability to change font size & font family for catalog item description. This functionality is needed to have everything set up when you insert a catalog item into the pricing table.

    18 votes

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  12. also how to add borders to only one row in a table. like the header row

    13 votes

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  13. so we use world pay
    we cant link that to your app

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. mass check documents that are being sent out of bulk to know if any of them differ from the original template

    2 votes

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  15. Integration with AmoCRM,

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. 7 votes

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  17. Advance reporting to show total time viewed on each document.

    11 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  18. The option to have just a list for every template where you just can see the links and the emails assigned to it, and create new links in that list. Because right now you always have to create a document ,have it loaded in front of your eyes though it is always the same and then create your link/email.

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. ev2 click on the images and see them full screen

    3 votes

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  20. 2 votes

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