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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6711 results found

  1. On-Premises hosting

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  2. EV2- Automatically show chatbox section upon opening the document

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. Download Chat / Private Message transcript

    Option to download private message /chat on a document.

    17 votes

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Admin →
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  4. Link to CRM Insightly

    Insightly: update document with the details from CRM.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Automatically update the number of seats

    Automatically update the number of seats according to the number of users. Specifically:
    *delete a seats when a user is deleted from all the workspaces (at the moment 15 Sept 2020 the seat is only automatically added when there are no spare seats and a user is invited)

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  6. Wizard Automation

    Wizard based document creation where documents are compiled based on pre-selected fields in SFDC.

    1 vote

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  7. be able to split the document into parts after completion

    be able to split the document into parts after completion

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Show USD currency on PD Billing page

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  9. Link2CRM Linking documents to objects other than deals

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. multiple owners / senders of a document

    6 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  11. See the document recipients in the email notification

    Is there a way to see all recipients in my email... as part of the email that comes from you guys?

    8 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  12. Automatic scroll for inline comments

    Would be nice it it automatically scrolled to where the inline comments were within the doc.

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. A variable gets a capital letter if it's at the beginning of a sentence

    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. [Bulk action] Add tags to many templates in one click

    Add tags to many templates in one click

    4 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  15. Searching a contact within the Contacts tab by postal code/phone number/street address

    Searching a contact within the Contacts tab by postal code/phone number/street address

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  16. The ability to hide the specific content of the document for a particular recipient

    10 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  17. Save PandaDoc to the desktop via drag and drop

    Ability to drag and drop documents, from PandaDoc to a customer's desktop for saving.

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  18. Word document Text Sectioning

    Option to automatically put sections of an uploaded word document into different text blocks after uploading.

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Payment gateway for Converge Pay processed by Elavon

    Payment gateway for Converge Pay processed by Elavon.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Going back to where the user was working in the Documents list rather than to the beginning of it

    1 vote

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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