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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7353 results found

  1. Update Opportunity Products trigger should ignore any documents added to this Opportunity that change their status after Opp is closed

    Once the Opportunity is closed, Update Opportunity Products trigger should ignore any documents added to this Opportunit that change their status.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Inline comments in templates

    27 votes

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    Idea  ·  2 comments  ·  Templates & Libraries  ·  Admin →
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  3. The ability to pass the optional selections and quantity along with the multiple-choice via Data transfer to feature

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Pull values to Pricing Table custom columns via Zapier

    At the moment custom columns of the pricing table are not displayed in Zapier Products section (Create document Action) and therefore they are not available for filling in.

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Conditional formatting for fillable fields

    12 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. alternate PandaDoc interface that doesn't use logos when we needed

    alternate PandaDoc interface that doesn't use logos when we needed

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. [Reporting] Salesforce Activity

    Salesforce reporting feature with PandaDoc integration.

    7 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  8. Option to see who deleted the document in Audit Trail like in EV1

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Disable chat option

    ability to disable chat option in a document

    56 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    Hi there. 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!

  10. Automatically generating PDF invoices from quotes created in PandaDoc

    8 votes

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    Idea  ·  3 comments  ·  Automations  ·  Admin →
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  11. Document into Folders

    Submitted forms thru Template embedding to go to a specific folder.

    5 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Generate pdf download error caused by the wrong image link

    Display the informative error message, when a document can't be downloaded because of the invalid image link in a document

    https://pandadoc.zendesk.com/agent/tickets/190452

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. Mass-import of the existing Docusign documents into the PandaDoc document library

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  14. eIDAS higher levels compliance

    7 votes

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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  15. Enable redlining for the attachments

    Enable redlining not only for the document itself, but for the attachments that goes together as well.

    2 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  16. Auto-update the approval setting in documents created from this template

    Auto-update the approval setting in documents (in Waiting for approval status) previously created from this template

    4 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  17. Hiding the banner of the document when embedding through an iFrame

    Hiding the banner of the document when embedding it through an iFrame

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  18. Mobile version for document embedded through an iFrame

    Ability to provide a mobile version when embedding a document through an iFrame

    3 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  19. Use excel to fill variables

    Use excel to fill variables

    15 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Redlining - Keep the document Grand Total

    Grand Total value should not disappear from a document that was subject to the redlining process

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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