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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7539 results found

  1. Payment block without configured gateways

    Option to use Payment block without configured gateways.

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  2. HBSC account direct payment

    Make payments go to HSBC account directly instead of going through PayPal or Stripe.

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. [Bulk action] Ability to change sequence of multiple templates at once

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Notification of unfilled fields for sender

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. Removing fields when a role is removed or unassigned / remove fields in bulk

    When a role is removed in PandaDoc Classic Editor, remove the fields that have been assigned to that role as well.

    16 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. [Bulk action] Change Status of Multiple Documents at Once

    Be able to change the status of multiple documents at once.

    43 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. Add a frame around images

    6 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  8. Tag several documents at once

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Mobile App - ability to open documents with access code

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  10. Create documents through Pipedirve on the PD mobile app.

    PanadaDoc App - PipeDrive App Integration.

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  11. Salesforce Mobile App Capability

    Be able to use the Salesforce integration using mobile apps.

    44 votes

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    4 comments  ·  Integrations  ·  Admin →
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  12. ability to copy links in bulk and not one at a time

    ability to copy links in bulk and not one at a time

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Sorting option in the pricing table: Auto-sort from highest price to lowest in the pricing table

    Auto-sort from highest price to lowest in the pricing table.

    20 votes

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    Idea  ·  8 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Scroll-down Block

    Scroll-down small field (to put a lot of text to scroll down).

    10 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  15. Custom roles for different sales teams and users

    I would like PandaDoc to allow me to grant custom roles on a bulk basis to different users on different sales teams in my organization

    6 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Hubspot mobile app

    Ability to use the hubspot mobile app with PandaDoc

    17 votes

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    Idea  ·  6 comments  ·  Integrations - HubSpot  ·  Admin →
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  17. Expand / Collapse Pricing Table Descriptions

    Wants pricing table descriptions in the table to have the ability to have a plus sign to expand or collapse, or a dropdown to see the descriptions since some of them are very long.

    12 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  18. Expose Cost/Profit margin endpoints in API + Zapier

    Cost/Profit Margin endpoints exposed in PandaDoc API

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  19. Adding tag qualifies as document modification

    When tag is applied the date modified time stamp should update. This would allow for better reporting.

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Document Approved notification

    Ability to send "Document Approved" notification to more than just the document creator.

    12 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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