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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6788 results found

  1. EV2. Ability to use clickable links as variable values

    31 votes

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    Idea  ·  6 comments  ·  Payments  ·  Admin →
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  2. Do Not Contact Setting

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Comments default display in both internal and recipient mode

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  4. Add functionality/fields to User Profile

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. [Comments] allow mentions for 'member' role

    Make it so that colleagues can be tagged in the document comments section and open the document via email link when the document is still being edited.

    3 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  6. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    Ability to create new status tiles for document management.

    145 votes

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    30 comments  ·  Documents & Data Management  ·  Admin →
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  7. InfusionSoft / Keap

    Integration with InfusionSoft / Keap

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  8. 2-way synchronization with Copper

    2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Copper

    Native integration with Copper

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. [Partner] Restrict workspaces from adding more licenses than allotted

    Ability to allocate licenses to specific workspaces and lock the number of licenses they're able to add.

    3 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. JSON Payload Update for EV2 with Salesforce

    Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Turn off / Change auto page breaks

    24 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  13. Edit PandaDoc in Draft Status From Within HubSpot Deal

    Edit PandaDoc in Draft Status From Within HubSpot Deal rather than being re-directed to the PandaDoc app to edit it from there.

    9 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  14. change color of font on recipients end for filling in fields

    change color of font on recipients end for filling in fields

    5 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  15. Information from Signature Certificate is reflected in the document itself

    I need that the signer info and timestamp will be displayed under (or below) the signature. I have multiple signers in each document and this is important to differentiate the signatures

    10 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Set default page size and margin to be applied with the theme

    21 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  17. Ev2, document link to be viewed

    The ability to create a general document link that can be put in an email footer (signature area). The purpose of the document to be just viewed by multiple people and such document would contain marketing materials.

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  18. Letter spacing/kerning customization

    8 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Apply to design / custom font / color for page numbering

    The option to set a custom font for page numbering in PDF (if you set PDF numbering in Design >> Theme).

    41 votes

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    5 comments  ·  Content Editing & Design  ·  Admin →
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  20. [CSV] Pass token/variable data: Ability to put the field values from the CSV file with the completed form/document data into variables

    The option to save variables data in CSV file and upload when creating a document from template so the variables are populated.

    18 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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