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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6888 results found

  1. be able to split the document into parts after completion

    be able to split the document into parts after completion

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  2. A variable gets a capital letter if it's at the beginning of a sentence

    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Word document Text Sectioning

    Option to automatically put sections of an uploaded word document into different text blocks after uploading.

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Ability to specify what pages to download when downloading in mass

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  5. images preview

    ev2 click on the images and see them full screen

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  6. Content Locking improvement for Ev2

    3 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. ev2 pricing tables- open entry text field for signers in pricing tables.

    ev2 pricing tables- open entry text field for signers in pricing tables.

    "I'd love to be able to add a field in Pricing Tables where signers can sort of "fill in the blank""

    3 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  8. 2 way sync for Close

    2 way sync for Close

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. [Pricing table 2.0] Preserve the column width when it's hidden

    3 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  10. Undo providing the ability to undo field moves and not just text changes

    3 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  11. Bind PD documents to be seen on the Microsoft Dynamics 365 forms

    Bind existing PandaDoc documents to Dynamics 365 entities to be able to see them on D365 forms.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. pull products(related object) of a custom object in Salesforce to the pricing table

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. Bulksend report

    Put the report regarding bulksend sucsses or failure in the folder alongside with the documents stored.

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  14. Automatically update the product catalog when the bookkeeping is updated

    We'd like to automatically update the product catalog, to make sure it matches with our bookkeeping

    3 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  15. Java Script in the document

    The option to put Java Script into the document (to create a 3D image for example).

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Pass Deal Info From Hubspot Using Zapier

    Be able to pass deal information using Zapier and Hubspot

    3 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  17. Ability to limit font type options for signatures when recipients choose to type their signature

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  18. Be able to auto-complete the document on senders end upon sending it so they no longer have to finalize on their end.

    Customer's statement:
    Date, signature, textfields - as long as you have compelted these before sending the document and have applied the auto completion option, I no longer need to go back to the document and fill the said fields again

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  19. [Bulk action] Select and add CLIs to the document

    The option to add different CLIs at once (select them together and add to the document).

    3 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  20. change API response for uploaded ev2 document creation when fields are not properly mapped. Users still get 201 created response despite no

    change API response for uploaded ev2 document creation when fields are not properly mapped. Users still get 201 created response despite no new docs in their document list

    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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