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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6788 results found

  1. The ability for users with a 'Member' role to view all documents in a workspace, but not have the ability to edit/delete them.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. The ability to restore deleted inline comments

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. ability to use variables for Pipedrive line item taxes separately and not as a sum.

    ability to use variables for Pipedrive line item taxes separately and not as a sum.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  4. Allow variable values to auto-update in a document when updated in Salesforce

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  5. Pass info from a form response and transfer them into a template via variables.

    Option to transfer field info to the template aside from variables and pricing table.

    • Will allow the user to transfer fields info to a template to create a document aside from variables and pricing table
    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Have different document name on the recipient's end

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  7. Sequence number in catalog products

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  8. PandaDoc Dashboard in CRM

    Having PandaDoc Dashboard in Hubspot, for example from Contacts/Companies tab

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  9. Add text field that are previously filled with the information. These fields appear once the circumstance is chosen

    Add text field that are previously filled with the information. These fields appear once the circumstance is chosen

    https://pandadoc.zendesk.com/agent/tickets/366178

    1 vote

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  10. create a panda doc document in salesforce via code through click

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  11. change password using Pandadoc mobile

    change password using Pandadoc mobile

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  12. The ability for a document approver to receive notifications when a document is signed.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  13. Print or Download a Single Document in a Document Bundle

    The ability to download or print a single document in a bundle. Sometimes, I need to just edit and print one document, but have to wait for the system to process the entire bundle.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. Improved functionality with the pricing table

    For example, if you move the pricing table just a bit, it may snap back to its original spot. Seeking improved functionality with dragging and dropping the pricing table.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  15. Have the sequence of signature in the same document for the same client.

    wish to receive one signature once the document is sent and the second one after 16 days

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  16. Use API to add content library content to documents through the Pipedrive or Zapier integrations

    I want to add content to a document through the pipedrive integration or zapier that will add items from the content library

    1 vote

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    0 comments  ·  API  ·  Admin →
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  17. Generate a bundled document transaction based on smart content

    Use smart content to generate a bundle documents
    ex. if "x" product is selected: triggers document bundling based on smart content selected and add "x, y, z" documents to the bundle.

    ex. IN HS sales person would select products - as cart is built then bundled docs will be generated based on the products selected.
    if product A selected (data security terms, product description, agreement)

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  18. a way to manage customer emails and phone calls combined with PDoc

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  19. Ability to have bundled documents save as individual documents under account

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  20. The ability to make certain text stationary

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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