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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6882 results found

  1. Genie AI Integration

    Option to integrate with Genie AI

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. Preview pptx files in Rooms

    Preview pptx files in Rooms

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  3. Link two text fields so text continues from one field to another

    Link two text fields so text continues from one field to another

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Once a document is completed, can I have it update an opportunity with the file in Copper?

    Once a document is completed, can I have it update an opportunity with the file in Copper?

    2 votes

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  5. 'In progress' Document Status

    Requesting adding a new status so that once a document signatory process has started there's a new status after viewed called in progress

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. auto-place fields using the mobile app

    auto-place fields using the mobile app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  7. add the settings in the pricing table so a few products are already automatically preselected

    add the settings in the pricing table so a few products are already automatically preselected

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  8. share room templates between workspaces

    Is there a way to share Room templates between workspaces like there is for Document templates

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  9. API - Link PandaDoc Document to Salesforce Opportunity

    Ability to Link PandaDoc Document to Salesforce Opportunity via API

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. Bold the Grand Total in the Quote

    Bold the Grand Total in the Quote

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  11. Group a set of fields and require the recipient to fill in one

    Group a set of fields and require the recipient to fill in one

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Approval workflows when users change CLI in documents, such as terms and conditions

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  13. ability to control content access across all workspaces from a single source as the account owner, without having to duplicate or draft doc

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Fill in data fields automatically based on variable input.

    Input that is added to a variable will fill in the matching data field

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  15. Download as HTML

    Ability to Export PandaDoc document as HTML

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Ability to edit the installment date after the 1st payment has been made

    Once the 1st payment has been made for installment, it should give the option to edit the installation date for the next payment.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Ability to change the profit margin so that it changes the price automatically instead of having to adjust the price manually

    Ability to change the profit margin so that it changes the price automatically instead of having to adjust the price manually

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  18. Follow Up Boss

    Integration with Follow Up Boss

    2 votes

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  19. Disable auto numbering

    Consider adding an option to disable the automatic numbering feature. This would allow users to manage their content without the automatic numbering interfering,

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  20. integration with coda.io

    integration with coda.io

    2 votes

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