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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6788 results found

  1. Forecasting

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Select host / datacenter / data storage location

    1 vote

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    0 comments  ·  Security & Compliance  ·  Admin →
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  3. Inbox for signers that are non PD users: have inbox without account

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  4. Variables to be filled in with Capital letters by default

    Hello,

    So we have Pandadoc integrated to our CRM (Hubspot). We use it mainly to auto fill bank forms for our clients.
    However, a common thing that is happening is banks would require all the forms to filled with capital letters only, else they're rejected.
    Can you please look into this, as this could be a deal breaker for many scenarios.

    1 vote

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  5. Sort Product Catalog by importance

    Ability to sort the product catalog based on most used or most important items

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  6. Smart Content - Selection between One long page or Separate pages

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. use variables from other objects in salesforce without needing look up fields

    use variables from other objects in salesforce by default without needing look up fields

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  8. Add die cut lines for printing

    Add a die-cut lines around the outside, quarter of an inch for printing

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Ability to disable 'make your payment online' pop up

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  10. Reporting on document that were sent and then moved back to draft status

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Subsection in the pricing table

    Subsection in the pricing table

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  12. pull Opp category discount in SFDC pricing table

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  13. Control the features section of content library so it's favorited items vs PD examples

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  14. Do not send a form to the first recipient unless it is signed by all the recipients

    Do not send a form to the first recipient unless it is signed by all the recipients

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  15. Ability to not be able to change form recipients

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  16. Have collaborator documents show in inbox

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. Ability to update portions of a variable to be in italics

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. attach emails to PipeDrive objects

    attach PD emails to Pipedrive objects once documents are sent from Pipedrive

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  19. Mulitple separate approvers on one template

    Customer is looking for the ability to have multiple approvers on one template (with the document creator having the ability to choose which of those individuals will be the approver). Ex: there are 4 individuals who can approve the document and based on certain scenarios you would choose who of those four is the appropriate approver. If Approver 1 fits the criteria for this scenario, then I could select that only Approver 1 be the approver on the document and it would only go to that individual

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  20. Option on the data merge to set up font weight

    Option on the data merge to set up font weight.

    • Will allow the user to set the font weight in the pricing table using Data Merge
    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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