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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6890 results found

  1. Increase the text field character more than 10,000

    • will allow the user to exceed the 10000 limit
    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Payment integration with Rotessa

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  3. PandaDoc module for BambooHR

    PandaDoc module for BambooHR

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  4. Disable Home

    Disable Home and keep only Team dashboard

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Conceal cents on document value variable

    Customer would like to have the choice to conceal the cents in the document value variable.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Template: Trash Bin

    Ability to restore templates

    7 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  7. Ability to send Salesforce related files as PandaDoc documents.

    Ability to send Salesforce related files as PandaDoc documents.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  8. Option to upload a custom theme

    Ability to upload your own Custom Theme to the document.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Enable the ability to dictate which folder a document created from a template is added to

    Last year the feature was enabled (in response to this idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40261645-template-to-doc-folder) to create an automation that moves a document to a certain folder once it has been either sent or completed. This is exactly the feature I want, only I'd want it to be triggered from the document's point of creation. We have multiple different templates, and currently all documents created from them get placed into the same folder and need to be manually sorted. Letting us choose which folders documents created from different templates go to would be enormously helpful in keeping our documents organized.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Video Call with a Client

    We'd like to be able to schedule a video session with a client via PandaDoc

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Automation: Variables in Document Title

    Ability for Variables in Document Title will be supported in automations

    7 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. Presentation mode while being able to edit from the background

    Improve the presentation mode to go beyond a PowerPoint-style display. Enable the customer to view a document in presentation mode while allowing for edits to be made in the background.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Add payment app to sent/viewed documents

    Add payment app to sent/viewed documents

    6 votes

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    0 comments  ·  Payments  ·  Admin →
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  14. Importing your Google contacts (postal address)

    Ability to include postal address

    5 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Pro-rate line items

    The ability to have a table function that serves to show a pro-rated amount within a pricing table.

    5 votes

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    2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  16. Radio buttons populate same table section with fields assigned

    radio buttons populate same table section with fields assigned

    example: HR page for previous employer. If the radio button is selected as "yes" for previous employer, it will populate the same table with the assigned fields
    https://share.zight.com/4guRr56O

    Benefit of this feature would be useful to all HR use cases

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Ability to set a primary owner of a workspace different than the Account Owner

    Ability to set a primary owner of a workspace different than the Account Owner

    9 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Ability to track if someone accessed the PandaDoc account from a different location/IP address

    An option to see the log history to check if someone accessed the PandaDoc account from a different location/IP address.

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. View all automations (pagination)

    currently, can only view 100 automations, ,pagination is one good idea to view all automations

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  20. Fillquick

    Integrate with Fillquick

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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