Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Put a tickbox into different columns (in pricing table) - not only to the first one (with the name).

    1 vote

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  2. Send document via text.

    1 vote

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  3. 1 vote

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  4. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  5. The option to unlink and relink documents from all the SF objects.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  6. The option to put text into the subtotal column.

    1 vote

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  7. Render PDFs of complicated structure in the proper way.

    1 vote

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  8. Salesforce integration - Would like to deactivate the "create document" button in the iframe until the opportunity is approved in salesforce (not closed won). Once opp is approved, then the document creator has access to create and send the Pandadoc. Alternatively, allow document creation but restrict sending until opp is approved in salesforce. Customer does not want the document to be sent out at all (even internally) unless opp is approved first.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  9. 1 vote

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  10. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  11. While sending the document via API, it there a way to format the message? or is there a way to use a saved message? Currently we are not able to format it like adding newlines and as a result the email comes out to be a large blob of text.

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
  12. Improve the web application version for smartphones and tablets: so it is easier to move blocks/fields and resize them (in particular).

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
  13. 1 vote

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  14. Search in app for doucment or template via the ID

    1 vote

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  15. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  16. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  17. Have an ability for links to contain information about our company and the recipient company istead of the random numbers.
    Don't send the document to sent status once the link is generated

    1 vote

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  18. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  19. Separate column where tags are listed when viewing documents in the list view.

    1 vote

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  20. 1 vote

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