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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7436 results found

  1. Interactive Presentation Option similar to a Powerpoint or with browsing a webpage.

    Interactive Presentation Option similar to a Powerpoint or with browsing a webpage.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Ability to pull the Stripe payment ID from a document

    Ability to pull the Stripe payment ID from a document

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  3. dropdown items linked to a catalog

    ability to choose a catalog item to populate the rest of the info on the slide

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Add gradient design

    ability to add a gradient design to the table

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Option to include the signature certificate within the main document page, rather than as a separate page

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Option to download documents in other formats: TXT

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. PaySimple

    Ability to integrate with PaySimple as payment gateway

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. Hungarian language

    2 votes

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    0 comments  ·  Localization  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Recipient view localization.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  9. General HR feedback (explain your HR problem here)

    Please submit your feedback related to the HR use case in this idea: explain the problem and what is the impact to the customer, to your team or the business.

    [This form is meant for feedback for Product and Product Marketing and does not replace public product idea upvoting]

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

    filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  11. Link Duplicate Pricing Tables

    Link duplicate Pricing Tables so that //when edits are done on one, it will also update the other.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. Show conditional fields based on the variable values

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. Ability to merge forms together

    The ability to merge forms together into one form.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  14. Adobe PDF

    Option to have an integration with Adobe PDF (similar to MS Word add-in)

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. Do not add text blocks when uploading a .docx file, but keep document editable

    edit .docx files without using text blocks - after clicking "Convert document"

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  16. Ability to have an auto fill signature button.

    Ability to have an auto fill signature button.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Update close date in Hubspot to reflect the updated Stage to Close Won

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  18. Option to exclude certain templates from the “Change Opportunity Status” Trigger

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. Use multiple email addresses for the same contact in bulk send csv

    Use multiple email addresses for the same contact while uploading the bulk send csv (i.e Customer 1 has "email1@gmail.com, email2@gmail.com")

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  20. Create View-only forms and able to access them without logging in.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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