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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7425 results found

  1. Upload signatures larger than 1 MB

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  2. Allowing to open the link to the recipients of this document only

    Allowing to open the link to the recipients of this document only. So if the link to this document was forwarded to anyone else it will not open.

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  3. Search bar within list of related documents in Hubspot

    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  4. Ability to break one workspace into multiple teams

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. WaveApps

    WaveApps to create and send invoices for integration

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  6. From Completed to Viewed

    Change document status from Completed to Viewed manually

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Ability to set variable values for several documents

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Shift + Paste to paste without formatting (same as google docs)

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Document forwarding

    CRM integration (SFDC) allows documents that are forwarded to a new recipient will automatically add the contact to the SFDC record

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. payment limit

    Implement an ability to set up the limit for the document's payment amount for PandaDoc users. For example, I am the business owner and I have a sales rep. I don't want my sales rep to be able to send document with the payment amount > 25 000$ (because I collect amounts > 25 000% in another way)

    2 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  11. Apply text settings to the whole column

    Apply text settings to the whole column, not only to the one cell like it's now ( August 5 2020)

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Support Worldpay payment gateway

    so we use world pay
    we cant link that to your app

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. mass check documents that are being sent out of bulk to know if any of them differ from the original template

    mass check documents that are being sent out of bulk to know if any of them differ from the original template

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Link list for the template

    The option to have just a list for every template where you just can see the links and the emails assigned to it, and create new links in that list. Because right now you always have to create a document ,have it loaded in front of your eyes though it is always the same and then create your link/email.

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. Save CL items as docx docs

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Web version for mobile

    Improve the web application version for smartphones and tablets: so it is easier to move blocks/fields and resize them (in particular).

    2 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  17. ability to place a single catalog item to multiple folders

    ability to place a single catalog item to multiple folders

    2 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Total Documents Icon

    Martin is wondering if it is possible to have an addition icon on the dashboard for the total number of documents created. Right now the the dashboard shows Drafts, Sent, Viewed & completed but there isn't an icon for documents that were created in total. So in order for him to accurately know they must add various categories together

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Editor 2.0: Tokens pre-fill from Salesforce into Pricing Table

    Pricing Table: Predefined tokens (#2 need)
    Pricing Tables are the main reason we use PD, so the tokens that pre-fill from SF is information can't be lost.

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  20. Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more col

    Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more columns.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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