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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7354 results found

  1. Additional Copper Variables to be put in a PandaDoc template.

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. 9 votes

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  3. When uploading a Content Library item, the settings for the content item should remain the same, and not automatically be adjusted.

    4 votes

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  4. 2 votes

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  5. The option to change time zone for signature certificate.

    148 votes

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  6. 11 votes

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    Idea  ·  1 comment  ·  Localization  ·  Admin →
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  7. My goal is to send out a model/media release form to a subject and allow them to attach a photo of themselves to the form so we can see who it is. I would like the photo to be displayed on the form, not just the file name of the photo
    Is there another way to achieve this goal if the Upload Field is not the way to do it?

    8 votes

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  8. 62 votes

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  9. 1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  10. Ability to push Price Lines from MS Dynamics as Base Item vs Optional Item

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Tokens cross-object population for Salesforce.

    32 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  12. The option to see audit trail of users and the changes they make to a document, such as:

    Signing Order
    Text edits
    Field tokens added
    Items added from the content library

    29 votes

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  13. Support passing punctuation thru with Tokens (i.e. commas in $ amounts from a pricing table).

    3 votes

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

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Have an option to change timezone of the application to AEST.

    93 votes

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  16. 4 votes

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  17. Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.

    128 votes

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    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

  18. 79 votes

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    8 comments  ·  Other  ·  Admin →
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  19. Filter contacts in PandaDoc based on contact info when adding as a recipient

    8 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  20. 2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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