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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6788 results found

  1. Ability to automatically mass-update custom product fields in templates and library items

    1 vote

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  2. download graphs in the reporting tool

    https://app.pandadoc.com/a/#/reporting/workflow-overview

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Link a PandaDoc document to a Pipedrive deal via Zapier.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  4. Customize SalesForce PDF trigger

    Possibility to auto-link PDF to the object you create the document from and other objects linked to the parent one.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  5. Legal advising software

    Integration with Legal advising software to help with agreements

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. Refresh Document Status in Inbox

    Status of document under Inbox does not automatically update/refresh once a document has been signed already. Since the behavior of your app is, it will open a new window to display the doc for signing. Is it possible that upon finishing the esigning process, it will also refresh the inbox page. Pls see below steps to further understand what the user wants to happen.
    Steps:

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  7. Select default window in PandaDoc: Make Inbox pop up first when logging in

    Wants to have the Inbox pup-up first everytime a user logs in to his/her PD account, instead of the dashboard.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  8. Log email reminders to Salesforce

    Templates are setup to send reminder emails to customers. Is it possible to log those email reminders to Salesforce?

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  9. set up a condition with which there will be no invoice generated in Xero once you manually close the payment with PandaDoc.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  10. Too Many Clicks

    There is way too much clicking required for the salesperson to enter in fields. We have to click the field to get it active and then double click to edit. Its death by a thousand clicks. Also, there is no "tab" function to tab to the next editable field. We'd like to see the user experience improved by fewer clicking (go straight to edit mode) and ability to tab to the next fields.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  11. System will fill out automatic HEX code

    System will fill out automatic HEX code

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Social media links previews to be branded as the company workspace, not PandaDoc

    Able to preview a link with customized branding settings like logo and look and feel when shared in social media sites. Please add this option

    We will be sharing links to proposals in messenger services like on LinkedIn. We want the preview to be branded with our company, not pandadoc.... where are the settings to customize the link preview and icons that show?

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. Different currency for Document Value and Pricing table

    In case the pricing table and the document value has different currency, option to recalculate the document value in other currency based on currency rate.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  14. Automations: save PDF of the document to Desktop

    Option to set up the automation to save PDF to a folder like Desktop on your local PC

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  15. Set type of content internal users can download

    Ability to set the types of content (download either as PDF or .docx) internal users can download depending on Role.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Use variables inside radio buttons

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. send PandaDoc document instead of word while setting up the White labeling feature.

    send PandaDoc document instead of word while setting up the White labeling feature.

    https://pandadoc.zendesk.com/agent/tickets/390995

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. Link expired document to Hubspot deal

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  19. In-App notification for New Features

    Would love to see notifications in-app when new features are released. It would help as sometimes people click out of the update banner and cant get back to it again.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Custom fonts to be uploaded and applied once for use on the application within all the Content Library Items

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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