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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7104 results found

  1. Remove HTML tags n SalesForce

    Would like to have a PD option to remove HTML tags across the variables in SalesForce.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. Ability to acquire Canva file with videos

    When uploading a Canva file that has video. The video should be adapted and can be playable in PandaDoc

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. Assign permissions for users to be able to share templates across workspaces

    Assign permissions to share templates

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Ability for other user to receive notification of an eForm

    Ability for other user to receive notification of an eForm aside from the initiator or publisher

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  5. Create Approver filter in the document list

    Create an Approver filter in the document list

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  6. Display the email of the secondary form recipient

    Display the email of the secondary form recipient for the published form under the form roles.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  7. [Quote Builder] Generate a line item report of the total items quoted after signature

    Generate a line item report of the total items quoted after signature by client for fulfillment of the order?

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  8. Ability to pull Stripe subscription ID from product catalog

    Ability to pull Stripe subscription ID from product catalog

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  9. Be able to disable auto-placed fields feature

    Would like the ability to turn off the option for auto-placed fields on uploaded documents. I do not wish to use it and having to say "no" on the pop-up every time I upload a document is annoying.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Restore versions of template/document in the backend

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Ability to turn off reminder even the document was already sent.

    Ability to turn off reminder even the document was already sent.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. Turn off Sales Receipt for QuickBooks Payments

    We are using PandaDoc for proposals. When we take payments, they are for deposits on those proposals. I want to apply the payment as a credit to the account not a sales receipt.

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  13. download the CSV of document names and the deals linked

    download theCSV of document names and the deals linked

    https://pandadoc.zendesk.com/agent/tickets/528964

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  14. Template for downloading CSV of form responses

    Ability to choose a template when downloading a CSV file of form responses

    1 vote

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  15. Add videos in tables

    The option to add videos within the table cells.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Ability to pull the Stripe payment ID from a document

    Ability to pull the Stripe payment ID from a document

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  17. Check box additional settings

    Even though field was not required signers should not be able to complete the document.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Disable Request review notification

    Disable Request review notification

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  19. The option to transfer the fields of an existing form to another form and then simply correct the incorrect fields

    1 vote

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  20. Option that allows users to populate specific line items from HubSpot into a PandaDoc document based on user-defined criteria

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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