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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6927 results found

  1. Pull info from Salesforce into PandaDoc fields

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Default custom theme for Ev2

    Default theme for Ev2 in Settings.

    6 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  3. Pass line item description formatting from SFDC

    Pass the complex line item description formatting from Salesforce to PandaDoc

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  4. Audio Clip Upload

    Ability to upload audio files like mp4 to PandaDoc documents

    6 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  5. CC'd team member with "Member" role is able to edit the document

    PandaDoc user with member-role is be able to edit someone's document if this user is listed as CC on the document.

    6 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Localization in Turkish

    6 votes

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    Idea  ·  1 comment  ·  Localization  ·  Admin →
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  7. Internal timeline and reminders for teams collaborating on a document

    Customers have a lot of people working on the document before it gets sent out and it would be great if there was some way to send reminders to those users who are working on the document.

    6 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  8. Sort template by the "Last Modified" date and see the date modified

    6 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Ability to turn off the location that appears in Audit Trail

    6 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  10. Default value for dropdown

    6 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  11. Delayed charge for an invoice

    Collect a payment and have it charged like a week later?

    6 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  12. multiple owners / senders of a document

    6 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  13. Delete a document from inside of it

    Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document

    6 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  14. Link a document to Organization, People in Pipedrive

    well, I have a few documents already created independently in Panda that I want to link now to pipedrive persons

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Save alignment for content blocks added to Content Library

    I just want to ask if we can merge 2 columns and make it a group and that group can be save as content library? Do you have feature like this?

    6 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  16. Prevent document sending without field information being filled out by sender (fields assigned to the sender by themselves)

    Warn document creators that information required by them for fields is missing when sending documents.

    6 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  17. Descriptive Error Messages

    More descriptive error messages for PDF printing blocked by pop-up blocker.
    The error message says "something went wrong with pdf file generation" and Support confirmed that the error is caused when a browser blocks popups. The error message would be more useful if it instructed the user to disable popup blockers.

    6 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  18. Different products from Pipedrive into different pricing tables

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. add Facebook pixel to PandaDoc

    add Facebook pixel to PandaDoc

    6 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  20. The ability to move the completed documents created from the specific templates into the folder in the documents tab automatically

    6 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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