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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7112 results found

  1. Refresh tokens in Dynamics

    Re-add the refresh token option in EV2

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. Select multiple text boxes to cleanly copy/paste into Word or Outlook

    Select multiple text boxes to cleanly copy/paste into Word or Outlook

    (originally spoke to Raena Aniban on support)

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. last version of google chrome makes an automatic translation of your web site when users wants to sign a document.

    last version of google chrome makes an automatic translation of your web site when users wants to sign a document.

    2 votes

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    0 comments  ·  Localization  ·  Admin →
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  4. Revision Renaming

    Would be great to be able to name a revision that you're about to send out, even like "v1", "v2", etc -- revisions are good, but would be great with this

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Merge field - Have the ability to skip the merge field if the CRM field is blank

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  6. Ability to change the reference number format

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Lock ability to create a document from an existing sent document

    Create a setting to block the ability for users to create a document from a sent document.
    Idea is to force them to convert the sent document into a template or use an existing template.
    This would reduce the possibility of client data transferring to another document.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Ability to disable red indicator for required fields

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. show doc value in the PandaDoc module in HubSpot

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  10. A button to "add rows" to a form template table.

    Allow the form user to click "add rows" or a plus sign or something to add rows of data. I would create a template with headers and 1 row of data and then the user could add rows to match however many rows of data they have.

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  11. To get all documents with recipients in one query via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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    Not Planned  ·  AdminSergei Soroka (Admin, PandaDoc) responded

    We wanted to share an update regarding "Get all documents with recipients in one query via API". After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  12. Pass description formatting from CRM

    We have a product in HubSpot with a multi-line description. It would be idea if the full description comes over in the correct number of lines

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  13. API whitelist

    2 votes

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    1 comment  ·  API  ·  Admin →
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  14. Ability to track which specific user is adding licenses

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. support wistia custom links

    support of customized wistia links that do not include wistia.com in the end

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Default settings to enable only future dates for all the fields on the account level

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. Lock specific message to the template

    would need to have a specific messages attached to every templates i have

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  18. mention the attachment name in the body of my PandaDoc document

    mention the attachment name in the body of my PandaDoc document

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. add column "date" to pricing table

    add column "date" to pricing table
    we are SAAS company, so have start and end dates for or product

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. prompt when you there is no account registered for that email address

    when logging in and you entered an email that has no account, the system will prompt when you there is no account registered for that email address instead of a prompt that an email has been sent when using forgot password link

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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