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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6931 results found

  1. [Bulk action] Select and edit several documents at once

    Select and edit several documents at once.

    8 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  2. Text color and text font transfer from Catalog to Pricing table.

    Ability to transfer color from description in catalog to pricing table. Ability to change font in catalog. Editor 2.0.

    8 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  3. When global settings are changed, have it also apply to existing documents and templates.

    8 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Significantly speed up document loading speed, decrease clunky processing times

    The first page of the document opens within a second and new pages load as you go through the document. Each page is available for editing almost as soon as you can see it.

    8 votes

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    Idea  ·  3 comments  ·  Usability Improvements  ·  Admin →
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  5. Creating rooms through API

    The ability to make rooms utilizing API

    7 votes

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    0 comments  ·  Rooms  ·  Admin →
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  6. Payment Gateway: Integrate with NMI

    Requesting an integration with NMI as a payment gateway.

    7 votes

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    1 comment  ·  Payments  ·  Admin →
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  7. Smart content: ability to add into the footer

    Smart content: ability to add into the footer

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  8. Rooms for Salesforce

    Ability to Integrate Rooms with Salesforce

    7 votes

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    0 comments  ·  Rooms  ·  Admin →
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  9. Ability to remove a signer after document has been sent

    Ability to remove a signer after the document has been sent

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Option to bulk create documents via CSV file

    Ability to create document from csv just link in Bulk Sending but not actually sending them out

    7 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  11. Add footer and page background to content library items

    My template is multiple pages but i can only seem to convert one page to content. When i convert template to content i am loosing my footer and background.

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  12. Document link to SalesForce Quote record

    Customer would like to link the document to Quote record in SalesForce

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. Template: Trash Bin

    Ability to restore templates

    7 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  14. Automation: Variables in Document Title

    Ability for Variables in Document Title will be supported in automations

    7 votes

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    0 comments  ·  Automations  ·  Admin →
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  15. Ability to change PandaDoc icon in email (not workspace logo/profile image).

    Ability to change PandaDoc icon in email (not workspace logo/profile image).

    7 votes

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    0 comments  ·  Other  ·  Admin →
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  16. send 1 email with all of the signers in the "To" field and email address in the "CC" field of the same email

    The issue is that your system sends a separate email to each recipient using the "To" field instead of 1 email to all recipients.  In your app, I chose my email address as a "CC".  In any email system, there is a "To" field and a "CC" field.  What I was asking for is to send 1 email with all of the signers in the "To" field and my address in the "CC" field of the same email.

    7 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  17. Update Hubspot Property with Document Sequence number when completed

    We use a pandadoc sequence number "Contract Number X" on all Hubspot deals. When a document is completed, would like deal property "Contract Number" to be updated automatically with X.

    7 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  18. Ability to restrict/lock field editing and placement on templates/ documents

    Ability to restrict field editing and placement on templates/ documents

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  19. Conditional formulas in Pricing Table

    Option to create a conditional formula for calculations, for example: if the price is $300, a specific fee is added.

    7 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  20. Track Negative Revenue Reporting Without Deleting The Document

    We tried putting a negative number in our cancellation document but it does not reflect a negative amount in the revenue reporting.

    7 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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