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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 check which of the documents have files attached via "collect files" field.

    Ability to check which of the documents have files attached via "collect files" field.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  2. (bulk send ) documents auto enter the name when user fills it out

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. The ability to have the headers in the pricing table show be vertical and not horizontal.

    To be more specific, right now the headers are on the top of the document and horizontal. This feature request is to have them be vertical on the left side of the pricing table.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  4. create a letter with a field that has the merge settings and associate the letter with an excel spreadsheet by running it through the mail m

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  5. The ability to see which recipients have viewed a particular document, and which have not.

    Right now this isn't available with the reporting feature.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. The ability to download a PDF of a document without fields/content blocks.

    1 vote

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  7. The ability to be connected to multiple PandaDoc workspaces in Hubspot.

    Right now -- PandaDoc users have to disable the connection and connect to a different workspace or use the share templates and content library items feature if they are Enterprise.

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  8. The ability to change the price for an item in the pricing table without having to unhide the pricing column.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  9. Permissions: would like to remove capability/cannot send a PD without being linked to an opportunity in Salesforce

    Goal: Drive better adoption
    Permissions: would like to remove capability/cannot send a PandaDoc without being linked to an opportunity in Salesforce

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Map Catalog Headers to Pricing Table Columns

    The headers in your catalog seem like they should match up with your pricing table columns. Which is obviously not the case, some do, some don't.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  11. saved message language, how can I change that to Dutch?

    saved message language, how can I change that to Dutch?

    1 vote

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    0 comments  ·  Localization  ·  Admin →
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  12. Mobile/Web App will be able to complete a document when there are internet interruptions.

    Mobile/Web App will be able to complete a document when there are internet interruptions.

    1 vote

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    1 comment  ·  Usability Improvements  ·  Admin →
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  13. upload pictures directly from phone to Pandadoc

    upload pictures created with my phone (using the app)

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  14. Deduction from the Total rather than the SubTotal

    applying deduction direct of the total rather than the subtotal in the pricing table.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  15. Option for health version / Option for Teledentistry

    Option for health version / Option for Teledentistry

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  16. Option to show the signer info on the document once they completed it

    Option to show the signer info on the document once they completed it.

    • Will show the signer info on the document once document is completed.
    1 vote

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  17. autosizing font in fillable fields

    Ability for font to decrease in size if needed to fit into a fillable field

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Localization of fields placeholder text: translate "Enter value" as well.

    1 vote

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  19. Nimble CRM, currency field format

    Ability to preserver Nimble CRM price field's formatting and currency symbol when passed over to PandaDoc.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  20. Pricing table data merge option for Pipeliner CRM

    Data merge option for Pipeliner CRM

    • will alloe the user to set up data merge for Pipeliner CRM
    1 vote

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