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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6985 results found

  1. Side by side editing

    two separate documents side by side for editing

    5 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  2. Moving rows from one pricing table to another pricing table

    The ability to move a row from one pricing table to another pricing table. Can't drag/move a pricing table row/column to a separate pricing table and if they had that ability would help solve a lot of problems for them.

    13 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  3. Include products in Link to Opportunity - Pipedrive

    Ability to sync updated products from Pipedrive Opportunity to Pricing table when something changes.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. The option to pull the info to a regular table (not pricing) via API.

    The option to pull the info to a regular table (not pricing) via API.

    9 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  5. From Completed to Viewed

    Change document status from Completed to Viewed manually

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Descriptive Error Messages

    More descriptive error messages for PDF printing blocked by pop-up blocker.
    The error message says "something went wrong with pdf file generation" and Support confirmed that the error is caused when a browser blocks popups. The error message would be more useful if it instructed the user to disable popup blockers.

    6 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  7. email reminder notification to my customers at least 30 days or so prior to their contract renewal date.

    email reminder notification to my customers at least 30 days or so prior to their contract renewal date.

    10 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. [Master settings] Custom variables sharing across templates

    Share variables across the templates.

    12 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Ability to link documents created via Zapier to a CRM record

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  10. Undo catalog update

    5 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  11. Autoassigning recipients to roles in CRM integrations

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Skip/remove or override a signer the signing order

    Ability to override or skip someone in the signing order (in case they are no longer a part of the process or necessary to complete the document)

    20 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  13. Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs

    At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to manage the tag itself. So the feature request is to implement the ability to Delete/remove/edit/sort tag(s) from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs).

    134 votes

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    6 comments  ·  Documents & Data Management  ·  Admin →
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  14. Ability to set variable values for several documents

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Add or edit payment app settings for completed documents

    I have a new custome that completed the agreement and wants to pay by CC. How do I do that? I didn't add the payment app to the agreement. They originally wanted to pay by ACH draft and have changed their minds.

    4 votes

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    Idea  ·  2 comments  ·  Payments  ·  Admin →
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  16. Cross-site tracking

    Allow integrations (Hubspot in particular) work without enabling cross-site tracking.

    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  17. Shift + Paste to paste without formatting (same as google docs)

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Headers/footers for uploaded pages

    when adding file the page header and footers are not applied. Do you have a solution for this?

    25 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  19. Notification for template editing

    Send a notification to the team once the template is updated/edited

    4 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Suite CRM

    Integration with Suite CRM

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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