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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6879 results found

  1. Salesforce: integrate with Asset object

    Add Assets to the objects supported by the SFDC integration.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. API: Add pages to a document

    Currently, we can bundle documents via API but not add documents as pages.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  3. create a link for collecting files from clients

    create a link for collecting files from clients

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Send completed document PDF only to a sender

    Sender receives the completed PDF but the other recipients do not

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Mobile app: match the web version functionality

    Ideally would like the mobil app to match the functionalities that are available on the browser in terms of creating & editing documents that would be sent for signature

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  6. Smart content: duplicate document and keep changes made to the added content

    Right now, duplicating a document that has content via content placeholder with conditions will copy the original content library item brought in, even if changes were made after it was added to a document. This request is for the ability to duplicate a document with changes that were made to the CLI after it was brought into a document.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. ConvertCalculator integration

    ConvertCalculator integration

    2 votes

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  8. Embed payment link

    embed payment link

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  9. Different title for the document PDF

    We would like to have different document names so that so my title will be like ABC - docs for signature and docs file name will be 2024_04 ABC - appt of secretary

    2 votes

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  10. Add a signature field to the attachment added to the document via Zapier

    add a signature field to the attachment added to the document via Zapier

    2 votes

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  11. TakePayments - payment integration

    TakePayments - payment integration

    2 votes

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  12. Report documents created in PandaDoc and linked back to CRM

    Report showing documents created in PandaDoc and linked back to CRM

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. API: Reorder document pages

    The ability to reorder pages/sections of a document via API.

    2 votes

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  14. Report documents created in PandaDoc and linked back to an opportunity in Salesforce

    Would like a report of how many documents are created in PD and linked back to SFDC. Additionally, would like to be able to drill into the data.
    ex. if the number is "2", would like to click on the 2 created and see who created the document, where they linked back to sfdc, and which documents/opportunities they are. (drilldown data)

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Document Creator System Variable

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Options for symbol shortcuts

    Customer would like to have options for symbols shortcuts like degree °±≤≥ and so on.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. HubSpot: ability to pass total discount (Global terms discount) to PandaDoc pricing table/quote builder block.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  18. Have a general "To Sign" document status

    "To Sign" document status for all documents within the workspace so you can filter them by this status under My documents

    2 votes

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  19. PayU integration

    PayU integration

    2 votes

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  20. Option to transfer files from file-type fields in HubSpot to fields in PandaDoc

    2 votes

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