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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6500 results found

  1. Ability to pull a list of merge fields.

    Ability to pull a list of merge fields.

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  2. Enable suggestions by default

    Ability to enable suggestions by default

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Convert multiple documents to Template

    To be able to upload and convert multiple documents into a template instead of doing it one by one.

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  4. Phone validation/verification in fields (for FORMS)

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  5. Ability to access other workspaces for document and template creation via the API

    Ability access other workspaces for document and template creation via the API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  6. Disable option for $ in a discount column

    Would like the ability to set a table in a document to only have % as an option for the discount section. Or have it as a setting workspace/template wide.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Pricing Table: Tier Pricing - Contact Us for 5000+ pricing

    Currently there is no option on the pricing table for clients to contact us once they reach 5,000+ items - a price has to be entered.

    When a client wants 5,000+ items, we want them to call us so we can customize for them.

    Create an option for the client to be able to contact us

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  8. update preexisting date field format when updating account settings

    Ability to update preexisting date field format - when updating it in settings, it changes fields already existing in documents.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Allow Table of Contents to have multiple columns

    Please add a feature where we can split a table of contents into multiple columns on a page.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Duplicate document from dashboard

    Would like to have the ability to duplicate a document while in the dashboard view. Currently, you can only Delete it in this view.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. compress a file in Salesforce with Pandadoc

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  12. Distribute products into Quote builder sections when pulling products from a CRM

    Distribute products into Quote builder sections when pulling products from a CRM

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Bulk upload documents from Google drive

    Ability to bulk upload documents from a shared Google drive into a PandaDoc workspace.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Charge pop-up notification before sending the invitation to the account.

    Charge pop-up notification before sending the invitation to the account.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  15. Jonas Encore CRM

    Jonas Encore CRM integration

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. Enable default payment app for all templates, documents and forms

    default payment app across all documents, templates and forms

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  17. Ability to set the default document listing in Dashboard, Waiting for others section so there's no need to change the documents are listed.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Ability to pass info from Quotes in Salesforce to Pandadoc

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. Create a deal/contact in Hubspot when a document is sent

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  20. Auto-update documents in a bundle when one of the original document gets updated

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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