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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7456 results found

  1. Create a document with a filled signature field via API: pre-sign a document/template via api

    5 votes

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    0 comments  ·  API  ·  Admin →
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  2. Charts for Reporting

    Graphical representation reporting - pie charts and other visuals

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Attach completed PDF to Leadconnector CRM via Zapier

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. Sync document value with custom payment amount

    Update document value when set up a custom payment amount in the payment block.

    5 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Option to track who the link was shared to when a recipient forwards a document link / track or view a non recipient who access the document

    Option to track who the link was shared to when a recipient forwards a document link

    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  6. Smart content: list of variables

    If there is a content placeholder (smart content) with several rules, based on several tokens/variables, option to have a list them.

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Accept Variables with Blank Value in Smart Content

    The functionality to see a variable has a value or is blank within a smart content block

    5 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  8. Option to support 3rd party digital signatures

    Option to support 3rd party digital signatures

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  9. To disable the language selection when creating PD documents via API and embedding an iframe with the document on a website page.

    5 votes

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    0 comments  ·  API  ·  Admin →
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  10. Option to change the document owner once a document is generated from CRM

    Option to change the document owner once a document is generated from CRM.

    • Will allow the creator of the account to choose the owner of the document once creted from CRM
    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  11. The ability to separate documents in a bundle to be totally separate document.

    Remove a document from a bundle and make it a totally separate document without having to use the content library.

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Remove documents from timeline on the dashboard

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Change table of contents without changing headings

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Ability to use different PayPal accounts within one PandaDoc workspace.

    Ability to use different PayPal accounts for different templates within one PandaDoc account.

    5 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. Add an attached file to saved messages

    Be able to attach a PDF to a saved message, so that you can send it with every document.

    5 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. Add the same SKU for multiple catalog items

    5 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Option to retain the values / info on fields once it is duplicated.

    Option to retain the info on fields once the document duplicated..

    • Will retain the value / info on fields when document is duplicated.
    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  18. The ability to get rid of the 'Report Spam' option that shows in the document sent email to the recipient.

    5 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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  19. Prepopulate phone number in recipient verification

    prepopulate phone number in recipient verification

    5 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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  20. Populate ClientTitle variable directly from Sugar CRM

    5 votes

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    2 comments  ·  Integrations  ·  Admin →
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