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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. A generic "Privacy Policy" page for websites.

    FormSwift has this. I would like to be able to get this item from PandaDocs without switching document generating sites.

    1 vote

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    0 comments  ·  Security & Compliance  ·  Admin →
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  2. Link a document to Authorize.net payment

    Option to link a document to Authorize,net payment

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  3. Design settings for Borders to be applied to specific text block

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. attach HubSpot attachment to PandaDoc document before sending

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  5. Ability to hide Image and description of a product imported from Catalog into a pricing table

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  6. Prevent the system from creating two different catalog products instead of updating the existing one when the SKU number is identical but ty

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  7. Member role users cannot edit Fields placement along with the Blocks in templates

    Prevent Members from editing templates created by others by disabling Fields

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Be able to use smart content and variables to update an existing table vs adding in a new table based or item.

    Be able to use smart content and variables to update an existing table vs adding in a new table based or item.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Flatten all variables from a document into editable text that carries over into a converted template

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  10. Ability to pull the entire set of choices under the dropdown field and not only the selected one via "GET template details" request.

    Ability to pull the entire set of choices under the dropdown field and not only the selected one via "GET template/document details" request.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  11. Bitly

    a native bitly integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  12. Ability to save content rows to the Content library

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  13. ITSM system

    integration with ITSM system

    https://pandadoc.zendesk.com/agent/tickets/420002

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  14. Ability to review list of recipients before Bulk sending

    1 vote

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    0 comments  ·  Esign & Notary  ·  Admin →
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  15. Ability to automatically create a new project in the projects section in Zoho once the document is completed in PandaDoc.

    Ability to automatically create a new project in the projects section in Zoho once the document is completed in PandaDoc.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  16. Lock bundled documents so they can't be edited or deleted.

    The main idea is to create a feature that would lock the documents that have been bundled so that other account users cannot remove any parts of it.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. LaborEdge

    LaborEdge is a software for healthcare companies that brings hospitals, staffing agencies and healthcare workers together. It already has an integration with Docusign, Hubspot. However not available with PandaDoc even via Zapier or Integromat.

    1 vote

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  18. See how long people spend looking at each page of a template, at the template level

    Latest activity in template level

    • will allow user's to view how long a user stayed in a page
    1 vote

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    0 comments  ·  Other  ·  Admin →
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  19. Updated Dashboard (Home) for mobile app

    Option to have Home in mobile app

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  20. Add 'Generated by user' section in the content library tab on a document

    Add 'Generated by user' section in the right-handed content library tab on a document

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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