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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. When a custom column is created in the pricing table via the API call, it is hidden by default and you have to make it visible by going to the "Add column" button -> Select column in the pricing table. The feature request is to get this custom column visible by default

    4 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  2. Is there anything on the pipeline that will make this easier for us to move documents across workspaces?

    241 votes

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  3. 2 votes

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  4. include the Bill To First and Last Names to Authorize.net payments

    2 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  5. I would like to set up two approvers on all my templates - first our head of sales and then second our CEO. Would it be possible to somehow make sure that the 1st approver doesn't need to approve the document again if the CEO makes an edit on it?

    So, if the document is approved by CEO, the sales rep won't need to approve but if the sales rep approves it, CEO will still need to approve it.

    14 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  6. 1 vote

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  7. Customer would love to create a customer facing tutorial for using the PandaDoc document. Right now, because they have a lot of people who arent very tech savvy, they have trouble forwarding the document and signing.

    Many times they have to call the team for help or just dont sign it. If there was some kind of quick tutorial the customer could walk through, that would make their experience with PandaDoc a 10/10.

    3 votes

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  8. TaxJar integration

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Require one option for a recipient to sign instead of having more options

    3 votes

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  10. The customer is requesting to pull product data from Insightly to PandaDocs as part of the native integration.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. a way to make text fields “elastic”, in the same way that your variable fields are. A Text Field is always a static length, whereas a variable field will only be as long as what the variable input string is and the rest of the text following it will be formatted normally. Which creates blank spaces when the info entered is smaller than the field size.

    21 votes

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  12. 3 votes

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  13. 3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  14. 1 vote

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  15. Option to download private message /chat on a document.

    18 votes

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  16. Insightly: update document with the details from CRM.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. 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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  18. 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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  19. be able to split the document into parts after completion

    3 votes

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  20. 2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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