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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7255 results found

  1. Push the updates to custom object in Salesforce for notes

    Push the updates to custom object in Salesforce for notes

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. ability to change the Document.CreatedDate system variable in Editor

    3 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  3. Ability to adjust the design of pricing table placeholders.

    Ability to adjust the design of pricing table placeholders where the information from the CRM is pulled into (highlighted with blue) on the template level.

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Separate branding on a template/document level

    should be possible to define an indiviudal branding per document/ on a template level

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Put "Submit Product Idea" button to the Top panel on ap.pandadoc.com

    Put "Submit Product Idea" button to the Top panel on ap.pandadoc.com

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Be able to return to the Inbox on the completed document screen (rather than going to a new tab or re-opening PandaDoc).

    Be able to return to the Inbox on the completed document screen (rather than going to a new tab or re-opening PandaDoc).

    3 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  7. Participants tokens to be passed from Pipedrive

    (info about participants linked to a deal object, for instance)

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  8. Disabling forwarding feature via API.

    The ability to disable the forwarding feature via API for all the existing documents and all to come.

    3 votes

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    0 comments  ·  API  ·  Admin →
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  9. making corrections on signed document

    Need to be possible to send the completed document back to the users and have them only make the required corrections into the needed fields

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Send reminder from document view

    A button on the document board to easily send reminders

    3 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  11. Make an Attachment that will have the recipients open and acknowledge.

    Make an Attachment that will have the recipients open and acknowledge.

    3 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  12. Pricing table "enable quantity editing" set as required field

    Pricing table "enable quantity editing" set as required field

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. EV2 upload pdf within content blocks

    Would like to upload a “pdf” in the middle of content blocks without converting into a jpg

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Whiteout option on documents

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. single row table

    A single row table would be very helpfull for a sum on a quate

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Recipient names can be set by other recipients

    You can send documents to a recipient, and they can set the other recipient names/emails

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  17. Bulk/multiple approval of documents

    To be able to approve multiple documents that were generated via bulk send feature.

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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  18. make template inactive

    • there is a new contract template that we would like people to use, but we dont want to delete the old one but also we dont want people to use it. How it can be made inactive?
    3 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  19. Zoho Inventory

    Integration with Zoho Inventory

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  20. ability to move field menu / hide tool box

    While on a call with a client, inhouse agents are filling out the form before sending it out. Would like the ability to move the field menu because it sometimes gets in the way of what they are reading.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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