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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7405 results found

  1. 'html to img' that returns the text in the form of an image and adds it as an image in PandaDoc

    1 vote

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    0 comments  ·  API  ·  Admin →
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  2. Currently, if an individual page's layout is updated, it will no longer follow the global layout settings. However, if no changes are made to the individual page layout, it will continue to respect the global settings.

    1 vote

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  3. add a thumbnail preview underneath the percentage of time spent to know what slide that is.

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  4. Ability to hide the purchase and margin option for certain users.

    1 vote

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  5. When filtering documents by status, make a buulk reminder button when selecting all docs and also a quick reminder button when clicking the 3 dots on the right of each doc

    1 vote

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  6. Set the item as optional in Pipedrive, sync to PandaDoc as optional and be added to the pricing table as optional automatically

    1 vote

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  7. Right now, the History in a Pipedrive deal will only show PDFs of documents in completed status, not any status

    1 vote

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  8. Option to send via SMS on Mobile app

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    0 comments  ·  Mobile  ·  Admin →
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  9. Have the ability to change how, when, and the names from commentors are displayed when editing template

    1 vote

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  10. Have the ability to lock Template Roles. Users can edit template but not edit the roles

    1 vote

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  11. In our legal document we have 10 options and they need to initial beside the one option they are choosing. I cannot make the initial fields required because I need just one filled out. Radial Button does not work because the text for the options exceeds the radial button text field. I need the ability to group fields and say that choosing one of the group is required with an initial

    1 vote

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  12. Ability to change signer information (Change or add e-mail address) after signing the document.

    1 vote

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  13. 1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  14. Ability to edit template without creating a new automation. Edit "When" not just "Then" section.

    1 vote

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  15. Ability to filter the timeline by user/document owner.

    1 vote

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  16. Have the ability to search by company in Contacts and edit company name in all contacts

    1 vote

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  17. For example, if the aim is for the document name to be Template Title + Full Name (field in the opportunity). It's not possible right now to do this because the field wouldn't know the name of each Template being used

    1 vote

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  18. Ability to drag and drop a Content Item into a text block.

    1 vote

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  19. Allow for integration between Zendesk Support and PD the capability of pre-assigning the recipients to the role when creating a document within Zendesk Support (EV2)

    1 vote

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  20. I would like to move a document from one folder to another folder based on the date. I would like to use this when a date field of the document equals today's date, then move the document from one folder to another.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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