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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6788 results found

  1. Link documents from PandaDoc to Zendesk Sell

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

    19 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  2. Get the reason for a declined document via API

    When someone "Decline" document with reason filled - how can i get this reason from API

    20 votes

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    Idea  ·  2 comments  ·  API  ·  Admin →
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  3. The ability to customize bullet points

    42 votes

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    7 comments  ·  Content Editing & Design  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. 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!

  4. add Facebook pixel to PandaDoc

    add Facebook pixel to PandaDoc

    6 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  5. The ability to move the completed documents created from the specific templates into the folder in the documents tab automatically

    6 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  6. Omit zero values for pricing tables (show them blank)

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

    9 votes

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    Idea  ·  5 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  7. Text formatting for catalog

    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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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Borders for one row in a table

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

    13 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Support Worldpay payment gateway

    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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  10. mass check documents that are being sent out of bulk to know if any of them differ from the original template

    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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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  11. AmoCRM

    Integration with AmoCRM,

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Permissions for recipients to see masked fields

    7 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. Total Time Viewed Reporting

    Advance reporting to show total time viewed on each document.

    12 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  14. Link list for the template

    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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  15. images preview

    ev2 click on the images and see them full screen

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  16. Save CL items as docx docs

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Pricing Table: Set a Min/Max on Quantity when it's Editable for Recipients

    Be able to set a Min/Max on Quantity when it's Editable for Recipients

    5 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  18. Document Forwarding Help Text (Change forward button text and make it more visible)

    Customer needs some kind of help text for when a recipient needs to forward a document. When it gets to them, they do not really understand how to forward.

    Would be great to have help text or a walkthrough on the forwarding option (or just make it a little more visible) so its clear what to do on the recipient end.

    5 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  19. Save signature created in PD as PNG

    Save signature created in PD as PNG.

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  20. Lever

    PandaDoc integration with Lever (HR Recruiting software/CRM)

    17 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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