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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4072 results found

  1. Unsend sent document/notification

    I have a quick question, can I re call an email i have sent by panda?

    20 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  2. email formatting

    Can you please allow us to format the emails we send alongside our documents. We currently have no control over the appearance and often this is the first impression our clients have.

    20 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  3. Search cross workspaces for documents

    Allow Search cross workspaces for documents

    20 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  4. MS Dynamics two-way sync (2-way sync)

    Looking for PD and MS Dynamic to have a 2 way sync

    20 votes

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    Idea  ·  6 comments  ·  Integrations  ·  Admin →
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  5. Duplicate table rows

    The option to create a row in the table, preserving all the fields that have been used in previous rows. The option to duplicate the row in the table.

    20 votes

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    Idea  ·  6 comments  ·  Content Editing & Design  ·  Admin →
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  6. Audit Trail - add more events

    The option to see audit trail of users and the changes they make to a document, such as:

    Signing Order
    Text edits
    Field tokens added
    Items added from the content library

    20 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  7. Automatically put the value from one pricing table in another pricing table

    Automatically put the value from one pricing table in another pricing table

    20 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  8. Sorting option in the pricing table: Auto-sort from highest price to lowest in the pricing table

    Auto-sort from highest price to lowest in the pricing table.

    20 votes

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    Idea  ·  8 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  9. Copper link to deal ev2

    20 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  10. Table of Contents Numbering recognize PDF Page Breaks

    Currently the Table of Contents numbering does not recognize a PDF page break as a new page number. This should be changed so that tables of contents recognize page breaks in their numbering. If not, then page breaks should just move content onto a new blank page and eliminate the estimated PDF page break so that numbering is accurate. I currently am having to manually create page breaks in my 30 page document and cut/paste content so that my table of content is accurate.

    19 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  11. Greater or Less than logic in smart content

    The option to use > and < when defining Conditional Logic for Smart Content.

    19 votes

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    Idea  ·  1 comment  ·  Usability Improvements  ·  Admin →
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  12. Allow Bulk Send to send multiple documents to the same email

    I have property managers who have one email but manage 10+ properties. Currently bulk send does not allow me to send multiple documents to a single email address

    19 votes

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    3 comments  ·  Other  ·  Admin →
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  13. Search Results are no longer sortable

    We used to be able to sort search results on the document page. With the introduction of the filters that is not longer available. Please bring back this feature. I have clients with multiple invoices and while it is useful to be able to filter the results, sometimes I need to just see what is the most current invoice.
    thank you,

    19 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
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  14. See changes made to a document/template in version history

    Highlight the changes made to a document/template in the version history

    19 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  15. merge workspaces within one account

    merge workspaces within one account
    https://pandadoc.zendesk.com/agent/tickets/388823

    19 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    19 votes

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    2 comments  ·  Integrations  ·  Admin →
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  17. Smart content for forms

    19 votes

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    3 comments  ·  Forms  ·  Admin →
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  18. SendDate in API call Get Document details

    19 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  19. table of contents shows incorrect page numbering

    Table of Contents is showing incorrect page numbers. Needs to be fixed.

    19 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  20. pass line items formatting from hubspot

    pass line items formatting from hubspot

    19 votes

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    2 comments  ·  Integrations  ·  Admin →
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